Portfolio Eight is 5 years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The current value is $14,361 for a gain of $5,361 or 60%, which is 13.5% / year when adjusted for the timing of cash flows. Go here or the link on the right to see details.
Performance has been driven by gains in Mastercard (MA), Nvidia (NVDA), Paypal (PYPL) and OKTA (OKTA). There are a total of 10 stocks in the portfolio. Generally the other stocks are performing adequately or it is too early to tell.
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