Portfolio 8 is 3 1/2 years old. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. The current value of the portfolio is $5409 for a gain of $909 or 20%, which is 9.5% / year over the life of the portfolio adjusted for the timing of cash flows. Go here for portfolio detail or use the link on the right.
We had 2 sales this year, Tata Motors (TTM) and Gilead (GILD). Total long term gains from sales were $55 and dividends were $50. The portfolio has done OK recently and bounced back from February market activity.