Post December Purchases
Portfolio One is updated as of the end of 2023. The portfolio has a value of $217,459. The beneficiary contributed $120,000, the trustee $22,500 for a total gain of $97,454.
The portfolio has $51,791 in cash or 24% of holdings, and larger positions in VTI of $43,865 and QQQ of $20,476. The portfolio is generally doing well, with a lot of gains in the tech focused stocks like Nvidia (NVDA) as well as recent gains in Salesforce (CRM), Google (GOOG), and TSM (Taiwan Semiconductor). There are 29 holdings excluding cash which is a pretty diverse number and likely won’t want to add net positions from here (would make larger positions or sell minor stocks).
Trust Funds For Kids 