Portfolio 6 is 7 1/2 years old. The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000. The current value is $14,858 for a gain of $2,858 or 24%, which is 4.7% / year when adjusted for timing of cash flows. See details here or at the link.
During 2019 we had 2 sales for a long term capital loss of ($307) and dividends of $221 for tax purposes (see 1099 for exact values these are estimates).
The stocks on watch for this portfolio are
- Exxon Mobil (XOM) – while this oil and gas company is well managed and has a high dividend, the stock price has not improved in many years and the large oil companies were hit recently with the reduction in commodity prices. Will be painful to give up on this stock but am considering it
- Royal Dutch Shell (RDS.B) – like Exxon Mobil, this integrated oil and gas company pays a very high dividend but has not improved in many years. It also was hit by recent commodity price drops
- Baozun (BZUN) – Chinese e commerce company is well run but has been hit by recent geopolitical events