Portfolio Four is 11 years old. The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000. The current value is $30,032 for a gain of $12,032 or 67%, which is 7.7% / year adjusted for the timing of cash flows. See the details here or on the link on the right.
Gains have come from Tesla (TSLA), Nvidia (NVDA), Procter & Gamble (PG), Oracle (ORCL), and Wal-Mart (WMT). There are 19 stocks in the portfolio. The others are generally doing OK although Box (BOX), Elbit (ESLT), and CME (CME) are down a bit recently.
Trust Funds For Kids 