Portfolio Seven Updated January 2017 – Tax Time

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.

Portfolio Seven Updated October, 2016

Portfolio Seven has a value of $3,320. The beneficiary contributed $1000 and the trustee $2000 for a total of $3000.portfolio_7_oct_2016

Portfolio Seven Updated March 2016 – Tax Time


Portfolio Seven is about half a year old.  The beneficiary invested $500 and the trustee $1000 for a total of $1500.  The current value of the portfolio is $1357, for a loss of ($143) or negative (9.5%).  Both Alibaba (BABA) and Mastercard (MA) have come down about 10% since purchased in the fall.

Due to the fact that there is only modest dividend and no sales in this portfolio we were not sent a tax return by the brokerage.