Portfolio Seven Updated March, 2021

Portfolio 7 is 5 1/2 years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The current value is $16,157 for a gain of $7,157 or 80%, which is 17% / year adjusted for the timing of cash flows. See the details here or at the link on the right.

The portfolio is doing well. During 2020 we had a long term loss of $558 for taxes (sell GM) and $121 in dividends.

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