Portfolio Three is 14 1/2 years old. The beneficiary contributed $7500 and the trustee $15,200 for a total of $22,700. The current value is $35,270 for a gain of $12,570 or 55%, which is 5.3% / year adjusted for the timing of cash flows. Go to the link or here for more details.
This portfolio is invested in ETF’s that contain US stocks only and it has been mostly in line with the US market.
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