Portfolio Seven Updated November 2020

Portfolio seven is five years old.  The trustee contributed $6000 and the beneficiary contributed $3000 for a total of $9000.  The current value is $13,919 for a gain of $4,919 or 57%, which is 13% / year adjusted for the timing of cash flows.  Go to the link on the right or here to see the details.

Portfolio gains have been driven by Mastercard (MA), Alibaba (BABA), Taiwan Semiconductor Manufacturing (TSM) and PayPal (PYPL).  There are 10 stocks in the portfolio.  The other stocks are doing OK or it is too early to tell.

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