Trust Funds For Kids

Tag: Portfolio 6

  • 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 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…

  • Portfolio Six Updated July 2021

    Portfolio six is almost 9 years old.  The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500.  The current value is $24,154 for a gain of $10,654 or 78%, which is 11.5% / year adjusted for the timing of cash flows.  Go here for details or to the link on the right.…

  • Portfolio Six Updated March 2021

    Portfolio six is 8 1/2 years old. The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500. The current value is $22,835 for a gain of $9,335 or 69%, which is 10.4% / year when adjusted for the timing of cash flows. You can see the details here or at the link…

  • Portfolio Six Updated November 2020

    Portfolio Six is eight years old.  The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500.  The current value is $20,150 for a gain of $6,650 or 49%, which is 8% / year when adjusted for the timing of cash flows.  Go to the link on the right or here to see…

  • Portfolio Six Updated August 2020

    Portfolio six is eight years old. The beneficiary contributed $4,000 and the trustee $8,000 for a total of $12,000. The current value is $17,604 for a gain of $5,604 which is 46% or 8.4% / year adjusted for the timing of cash flows. Go here or to the link to see the detail. There are…

  • Portfolio Six Updated June 2020

    Portfolio six is 7 1/2 years old.  The beneficiary invested $4000 and the trustee $8000 for a total of $12,000.  The current value is $15,029 for a gain of $3029 or 25%, which is 5% / year adjusted for the timing of cash flows.  Go here for a summary view or click on the link.…

  • Portfolio Six Updated February 2020

    Portfolio 6 is 7 1/2 years old.  The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000.  The current value is $14,858 for a gain of $2,858 or 24%, which is 4.7% / year when adjusted for timing of cash flows.  See details here or at the link. During 2019 we had…

  • Portfolio Six Updated December 2019

    Portfolio six is seven years old.  The beneficiary contributed $4000 and the trusted $8000 for a total of $12,000.  The current value is $14,495 for a gain of $2,495 or 21% which is 4.2% / year when adjusted for the timing of cash flows.  You can see the details here or at the link on…

  • Portfolio Six Updated May, 2019

    Portfolio Six is almost 7 years old.  The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500.  The current value is $11,358 for a gain of $858 or 8%, which is about 2% / year over the life of the fund.  For more details go here or to the link on the…