Portfolio Five Updated November 2020

Portfolio Five is 11 years old.  The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000.  The current value is $31,765 for a gain of $13,865 or 77% which is 8.5% / year adjusted for the timing of cash flows.  Go here or to the link on the right for more detail.

Gains in the portfolio have been driven by Appian (APPN) which has had a huge run up lately, Cloudflare (NET), Nvidia (NVDA), OKTA (OKTA), Paypal (PYPL), Alibaba (BABA), Union Pacific (UNP) and Procter and Gamble (PG). There are 17 stocks in total in the portfolio, the others are doing OK or are too new to rate. SAP (SAP) was hit recently with their earnings report but is still up overall, and Alibaba (BABA) is still up significantly but fell with the deferral of the ANT IPO.

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