Portfolio Four Updated July 2021

Portfolio four is almost 12 years old.  The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000.  The current value is $38,597 for a gain of $20,597 or 114%, which is 11.3% / year adjusted for the timing of cash flows.  Go here for the details or to the link on the right.

Like the other portfolios that moved to the agency model recently, the brokerage switched to paying dividends in fractional shares which caused a book keeping headache and I’ve switched back (it doesn’t impact value).  The portfolio has done well and currently doesn’t have much cash on hand.

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