Portfolio Five Updated December 2019

Portfolio 5 is 10 years old.  The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500.  The current value is $21,627 for a gain of $5,127 or 31%, which is 4.5% / year when adjusted for the timing of cash flows.  See the details here or at the link on the right.

Bigger gains came from Appian (APPN), Union Pacific (UNP), and Procter and Gamble (PG).  There are 17 stocks in the portfolio.

 

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