Portfolio Four Updated November 2020

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.

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