Portfolio Five is almost 10 years old. The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000. The current value is $18,510 for a gain of $3,510 or 23% which is 23.8% adjusted for the timing of cash flows. You can see details here or on the link on the right.
Prior to making purchases in the summer of 2019 we will look at selling Baozun (BZUN), General Motors (GM), Gilead Sciences (GILD), Juniper Networks (JNPR), and Baidu (BIDU).