Portfolio five is nine years old. The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500. The current value is $17,823 for a gain of $4,323 or 32% which is 5.5% / year after adjusting for the timing of cash flows. You can see the detail here or on the link to the right.
There are a few stocks on watch:
- Baozun (BZUN) – the Chinese e-commerce enablement firm is still up a lot for the year but down about 20% from a recent peak. Likely to keep holding
- General Motors (GM) – recently all the automakers took a hit in price. Decent dividend and fundamentals haven’t changed much recently. Will watch
- Anheuser Busch Inbev (BUD) – the giant world wide beer company is well run but hasn’t had much growth in its stock price. Will watch
- Baidu (BIDU) – the Chinese internet stock lost about 20% of its value in the recent drop in the overall Chinese market. Will watch