Category: Trust Funds

Portfolio One Updated April, 2022
Portfolio one is 20 1/2 years old. The beneficiary contributed $10,000 (net of withdrawals) and the trustee $20,000 for a total of $30,000. The current value is $82,037 for a gain of $52,037 or 173%, which is 8.3% / year when adjusted for the timing of cash flows. Go to the link or here to…

Portfolio Two Updated April 2022
Portfolio Two is 17 1/2 years old. The trustee contributed $18,200 and the beneficiary $27,000 for a total of $45,200. The current value is $72,659 for a gain of $27,460 or 60.8%, which is 6.7% / year when adjusted for the timing of cash flows. Go here or to the link for more details. This…

Portfolio Three Updated April 2022
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…

Portfolio Five Updated April 2022
Portfolio five is 12 1/2 years old. The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500. The current value is $35,277 for a gain of $15,766 or 80%, which is 8.2% / year adjusted for the timing of cash flows. Go here or to the link on the right for more…

Portfolio Four Updated April 2022
Portfolio four is 12 1/2 years old. The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500. The current value is $45,993 for a gain of $26,494 or 136%, which is 11.7% / year adjusted for the timing of cash flows. See the details here or at the link on the right.…

Portfolio Eight updated April 2022
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…

Portfolio Seven Updated April 2022
Portfolio Seven is 6 1/2 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $12,542 for a gain of $2,042 or 19%, which is 4% / year adjusted for the timing of cash flows. See here or the link on the right for the details.…

Portfolio Six Updated March 2022
Portfolio Six is 9 1/2 years old. The trustee contributed $10,000 and the beneficiary $5000 for a total of $15,000. The current value is $25,192 for a gain of $10,192 or 68%, which is 9.2% / year adjusted for the timing of cash flows. You can see performance here or on the link on the…

Portfolio Seven Updated January 2022
Portfolio Seven is 6 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $14,317 for a gain of $3817 or 36%, which is 7.8% / year when adjusted for the timing of cash flows. Go here for a summary or to the link. This year…

Portfolio Six Updated January 2022
Portfolio Six is nine years old. The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000. The current value is $28,020 which is a gain of $13,020 or 87%, which is 11.1% / year adjusted for the timing of cash flows. Go here for a summary or to the link. This year…