Portfolio Six is almost 7 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $11,358 for a gain of $858 or 8%, which is about 2% / year over the life of the fund. For more details go here or to the link on the right. This summer we will consider selling Electronic Arts (EA), Baozun (BZUN), Nvidia (NVDA) and Baidu (BIDU) before we make more purchases.
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Supporting and monitoring eight portfolios set up by the trustee using Google Sheets
