Portfolio Six is 9 1/2 years old. The trustee contributed $10,000 and the beneficiary $5000 for a total of $15,000. The current value is $25,192 for a gain of $10,192 or 68%, which is 9.2% / year adjusted for the timing of cash flows. You can see performance here or on the link on the right.
Some stocks are on watch. Paypal (PYPL) had a huge price crash based on forward guidance (not a change in their business model), dropping more than 60% from its highs. OKTA (OKTA) is down about 40% off its highs, along with more of the speculative tech stocks (those that trade at a multiple of revenues not earnings). Some other stocks have gone off their recent highs but still trade at significant increases from where we’ve bought them (TSM and NVDA).