Portfolio One Updated October, 2019

Portfolio One is our longest lived fund, at 18 years.  The beneficiary contributed $3000 (net of withdrawals) and the trustee $18,000 for a total of $21,000.  The current value is $50,749 for a gain of $29,749 or 146%, which is 6.8% / year adjusted for the timing of cash flows.  You can see a summary at the link on the right or here.

Right now the portfolio has 20% cash and 18 individual stocks, which are doing well.  To date, dividends have contributed $8,171 to our returns which is 27% of our total returns.  Often dividends are ignored when you just look at price trends but they are significant in the longer term.

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