Portfolio Four Updated November 2021

Portfolio four is 12 years old.  The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500.  The current value is $51,656 for a gain of $32,156 or 165%, which is 13.2% / year adjusted for the timing of cash flows.  Check the values here or at the link on the right.

The portfolio is doing well overall in this bull market.  The biggest winners are Tesla, NVIDIA and recently purchased Cloudflare (NET).  The other stocks are doing well.

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