Portfolio Six is nine years old. The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000. The current value is $28,020 which is a gain of $13,020 or 87%, which is 11.1% / year adjusted for the timing of cash flows. Go here for a summary or to the link.
This year we sold three stocks (Facebook, Sumo Logic and Baozun) and bought three stocks (Intel, Paypal and L’Oreal). Nvidia (NVDA) also split shares.
The portfolio is overall doing well. The largest gains have been tied to NVDA, OKTA, Taiwan Semiconductor (TSM), Union Pacific (UNP) and Procter & Gamble).
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