Portfolio Seven is almost 4 years old. The beneficiary contributed $2000 and the trustee $4000 for a total of $6000. Current value is $7846 for a gain of $1846 or 30%, which is about 11% / year over the life of the fund. See here for details or at the link on the right. We will look at whether or not to sell General Motors (GM) and Baozun (BZUN) before buying new stocks in the summer.