Portfolio Two Updated May 2019

Portfolio Two is almost 15 years old.  The beneficiary contributed $7500 and the trustee $15,200 for a total of $22,700.  The current value is $40,221 for a gain of $17,521 or 77%, which is 6.9% / year when adjusted for the timing of cash flows.  Go here or to the link on the right for details.

Portfolio two has switched to ETF’s which mostly track the US and world wide markets.  This portfolio also has $12,932 in cash, which is almost 1/3 of the portfolio.

For this portfolio, the NASDAQ biotech index (IBB) is on watch.

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