January 17, 2017 Leave a comment
Portfolio eight is about 1 1/2 years old. The beneficiary contributed $1000 and the trustee $2000 for a total of $3000. The current value is $3130 for a gain of $130 or 4% which works out to a bit less than 3% / year adjusted for the timing of cash flows. There have been no sales and the portfolio is doing fine. You can see the detailed spreadsheet at the link on the right or download it here.