Portfolio 3 is 13 years old. The beneficiary contributed $7000 and the trustee $14,200 for a total of $21,200. The current value is $31,205 for a gain of $10,005 or 47%, which works out to 5% / year when adjusted for the timing of cash flows. Go here or to the link on the right for more details.
The portfolio consists of 3 stock ETF’s, one bond ETF, a gold ETF, and cash. They are all doing well.
Leave a Reply