Portfolio Six Updated December 2019

Portfolio six is seven years old.  The beneficiary contributed $4000 and the trusted $8000 for a total of $12,000.  The current value is $14,495 for a gain of $2,495 or 21% which is 4.2% / year when adjusted for the timing of cash flows.  You can see the details here or at the link on the right.

The gains in this portfolio come from Procter and Gamble (PG), Union Pacific Corporation (UNP), and Elbit Systems (ESLT).  There are 13 stocks in the portfolio.

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