Portfolio Five Updated Feb 2018, And It’s Tax Time

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.

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