Portfolio Two is over 14 years old. The beneficiary contributed $7500 and the trustee $15,200 for a total of $22,700. The current value is $38,227 for a gain of $15,527 or 68%, which is 6.3% / year when adjusted for the timing of cash flows. Go here or to the link on the right for details.
Portfolio two has switched to ETF’s which mostly track the US and world wide markets. This portfolio also has $12,568 in cash, which is almost 1/3 of the portfolio. The portfolio is doing OK in the current market downturn.