Portfolio Three is almost 12 years old. The beneficiary contributed $6000 and the trusted $12,000 for a total of $18,000. The current value is $22,338 for a gain of $4,338 or 24%, which is 3.3% / year when adjusted for the timing of cash flows. See the details here or go to the links on the left.
We will look at selling Smart Global Holdings (SGH), Nvidia (NVDA) and Baidu (BIDU) prior to making our summer 2019 purchases.