After December Purchases
Below is the portfolio after December purchases. The value is $118,154 and the beneficiary contributed $64,500 and the trustee $22,200 for a gain of $31,454.
The portfolio has $2814 or 2% in cash and is now almost fully invested in the market. QQQ and VTI make up over 30% of the total portfolio ad the rest across a mix of stocks and other ETF’s.
Trust Funds For Kids 