Portfolio Five Updated Feb 2021

Portfolio Five is 11 1/2 years old. The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000. The current value is $36,700 for a gain of $18,701 or 104%, which is 10.9% / year when adjusted for the timing of cash flows. Go to the link on the right for details or here.

During 2020 there was a net long term gain of $5592, which mainly came from selling Appian (APPN). Dividends totaled $268.

The portfolio is going well. Big gain stocks include Cloudflare (NET), Nvidia (NVDA), Okta (OKTA), Paypal (PYPL), Infosys (INFY) and Procter and Gamble (PG). There is $7393 in cash to consider re-investing as well.

For capital gains – if your income is under $40,000 (as a single filer) in 2020 the long term capital tax rate is ZERO. Thus this was a good year to sell Appian! The long term tax rate is 15% for income > $40,000 but less than $441,000.

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 )

Twitter picture

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

Facebook photo

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

Connecting to %s

%d bloggers like this: