Portfolio Six is 5 1/2 years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The current value is $10,716 for a gain of $1716 or 19%, which is 5% / year across the life of the portfolio. Go here to see detail, or use the link on the right.
We had $157 in dividends and a sale of TTM for a long term gain of $35. The portfolio has bounced back from February market activity and is doing OK.