After December Purchases
Portfolio five has a value of $37,439 with beneficiary contributions of $8000 and trustee contributions of $15,500 for a gain of $13,939.
The portfolio is currently at $2374 or 2% in cash so is fully in the market with 18 stocks and ETF’s. There are some strong positions like Nvidia (NVDA) and Union Pacific (UNP) and we are still watching Block (SQ) and Devon (DVN).
Trust Funds For Kids 