Portfolio three is 12 years old. The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500. The current value is $25,768 for a gain of $6,168 or 31%, which is 3.8% / year when adjusted for the timing of cash flows. See the details here or go to the link on the right.
This portfolio recently changed from a stock portfolio to an ETF portfolio, like Portfolio 2. We sold off the stocks and purchased ETF’s, including 52% in equities, 10% in gold, 28% bonds, and 10% cash (currently yielding 1.7%).
Leave a Reply