Portfolio three is 14 years old. The beneficiary contributed $7500 and the trustee $15,200 for a total of $22,700. The current value is $37,246 for a gain of $14,546 which is 64% or 6% / year adjusted for the timing of cash flows. Go to the link on the right or here for details.
The portfolio consists of three US market ETF’s – Mega, Growth and Total market. The portfolio Is almost totally invested, with just 3% in cash.
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