Portfolio Eight Updated March, 2021

Portfolio eight is 5 1/2 years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The current value is $16,423 for a gain of $7,423 or 83%, which is 17.5% / year adjusted for the timing of cash flows. Go here for details or to the link on the right.

During 2020 there was $97 in dividends and a long-term loss of $510 tied to the sale of GM. The portfolio is doing well overall.

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