Portfolio 5 is 10 1/2 years old. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. The current value is $22,877 for a gain of $6377 or 39% which is 5.3% / year adjusted for the timing of cash flows. Go here for details or to the links on the page.
In 2019 we had 3 sales for a long term loss of -$430 and $367 in dividends.
Right now we have a few stocks we are looking at:
- Baozun (BZUN) – Chinese e-commerce enabling firm keeps getting hit by headwinds. Well run but may sell
- General Motors (GM) – hit by labor unrest and now Chinese issues. Holding up OK.
Trust Funds For Kids 