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).
Trust Funds For Kids 