Portfolio Eight Updated January 2022

Portfolio eight is 6 years old.  The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500.  The current value is $18,548 for a gain of $8,048 or 76%, which is 14% / year adjusted for the timing of cash flows.  Go here for a summary or to the link.

This year we sold Baozun and Sumo Logic and bought Nike, Square / Block and Tesla.  Nvidia also split shares.

The portfolio is doing well.  There are gains in Nvidia, Mastercard and Paypal (even though Paypal is down recently with hits to the software companies and payment processors).