January 17, 2017 Leave a comment
Portfolio seven is a year and a half old, with the beneficiary contributing $1000 and the trustee $2000 for a total of $3000. The current value is $3448 for a gain of $448 or 15%, which works out to about 10% / year. The portfolio is doing well. You can see the details of the portfolio at the links on the right or download the spreadsheet here. There have been no stock sales to date in this portfolio.