Portfolio Eight is almost 4 years old. The beneficiary contributed $2000 and the trustee $4000 for a total of $6000. Current value is $7278 for a gain of $1278 or 21%, which is about 7.8% / year across the life of the fund. See here for details or go to the link on the right. We will look into selling General Motors (GM), Baozun (BZUN) and Nvidia (NVDA) this summer before buying additional stocks.
Skip to content
Supporting and monitoring eight portfolios set up by the trustee using Google Sheets
