Portfolio Five is 8 1/2 years old. The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. The current value is $16,640 for a gain of 23%, which is 4.1% / year adjusted for the timing of cash flows. You can see portfolio five details here or go to the link on the right.
This year we sold 2 stocks, TTM and SAVE, for a short term tax loss of ($78) and a long term gain of $24. We also had $291 in dividends.
The portfolio is generally doing pretty well and came back a bit from the early February market activity. We are watching JNPR because it may be in play as a takeover candidate.