Portfolio 7 is 3 years old. The beneficiary invested $1500, the trustee $3000, for a total of $4500. The current value is $6412 for a gain of $1912 or 42%, which works out to 18% / year over the life of the fund. See details here or go to the link on the right.
There are a couple stocks on watch:
- Baozun (BZUN) is a Chinese internet company which recently has gone down about 20% along with the rest of the Chinese market
- General Motors (GM) is the US auto maker with a strong overseas presence; auto stocks too recently dropped about 20% in a sell-off