Portfolio Six is eight years old. The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500. The current value is $20,150 for a gain of $6,650 or 49%, which is 8% / year when adjusted for the timing of cash flows. Go to the link on the right or here to see the details.
Gains have come from OKTA (OKTA), Taiwan Semiconductor Manufacturing (TSM), Nvidia (NVDA), Union Pacific (UNP) and Procter and Gamble (PG). There are a total of 13 stocks in the portfolio; the others are doing OK or it is too early to tell.
Trust Funds For Kids 
Leave a Reply