Portfolio 7 is 3 1/2 years old. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. The current value is $5991 for a gain of $1491 or 33%, or about 14% / year when adjusted for the timing of cash flows. Go here for portfolio detail or go to the link on the right.
During 2017 we sold Spirit Airlines (SAVE) for a long term capital loss of $84 and had dividends of $40. The portfolio is doing well, with holdings in BABA (Alibaba) and MA (Mastercard) doing very well. The portfolio has mostly recovered from early February market activity.