Portfolio Two Updated November 2020

Portfolio 2 is 16 years old.  The beneficiary contributed $13,000 and the trustee $17,200 for a total of $30,200.  The current value is $54,779 for a gain of $24,579 which is 81% or 7% / year when adjusted for the timing of cash flows.  Go here for details or at the link on the right.

The portfolio consists of mostly ETF’s with some recent stock purchases.  The portfolio is doing OK overall but Alibaba (BABA) went down recently due to the deferral of the ANT IPO by China.

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