Portfolio Four is 8 1/2 years old. The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. The current value is $18,309 for a gain of 36%, which is 6% / year adjusted for the timing of cash flows. Go here for details or use the link on the right.
For tax purposes, during 2017 we sold 2 stocks, Devon (DVN) and Spirit Airlines (SAVE) for $465 in long term capital losses, and earned about $297 in dividends.
The portfolio is doing pretty well and has bounced back from recent market losses.
