Portfolio Four is 10 years old. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. The current value is $22,566 for a gain of $6,016 or 37%, which is 5.1% / year when adjusted for the timing of cash flows. You can see a summary here or at the link on the right.
The portfolio has 19 stocks. Big gains have come from Appian (APPN), Elbit Systems (ESLT), Procter & Gamble (PG), Oracle (ORCL) and Wal-Mart (WMT). It is important to factor in the impact of dividends on stocks held a long time; for example Royal Dutch Shell (RDS.B) and Westpac (WBK) look like “losers” from a stock price perspective – but when dividends are (properly) included, they move into the winning column.
Trust Funds For Kids 