Portfolio eight is three years old. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. The current value of the portfolio is $6291 for a gain of $1791 or 40%, which is about 18% / year when adjusted for the timing of cash flows. You can see the detail here or on the link to the right.
There are a couple of stocks on watch right now:
- General Motors (GM) – All the car makers were hit pretty hard recently and it is down about 20% off its peak.
- Baozun (BZUN)- the Chinese ecommerce company is down with the overall Chinese market, about 20% off its high. Has still done well this year overall