Portfolio Six Updated Feb 2018, and It’s Tax Time

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.

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