Portfolio Three Updated November 2020

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

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s