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…