Portfolio Three as of October 2021

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.

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 )

Google photo

You are commenting using your Google 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: