Portfolio 8 is 6 1/2 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $15,449 for a gain of $4949 or 47% which is 9.7% / year. See details here or in the link on the right.
Like the market as a whole our stocks have gone down recently. Some items under review:
- New purchases Block (SQ) and Nike (NKE) have gone down since we purchased them
- OKTA (OKTA) had been a great performing stock but they went down with the high growth software stocks as well as an acquisition the market did not agree with and a recent hack
- Paypal (PYPL) was another well performing stock that fell significantly when they had an earnings call and offered cautions on future growth