Susan Lee's Financial Portfolio (Level 1)
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Total Principal:
$10,000
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Division of Assets
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Cash20%
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Interest Bearing Products
40%
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Things you own
40%
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Money Invested in Cash
(Interest Rate)
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Principal
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$2,0003.25
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Money invested in Interest Bearing Products (money you loan to others)
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Principal Invested
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Products AmountInterest
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Gic$4,0003.25%
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Money invested in things you own
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Principal Invested$4,000
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Company Name Ticker Market What is Market Cap for this company?What is Beta for this company?Number of Shares Purchased Price Day 1 Value Day 1 (Number of Shares*Current Price)Price Day 2Value Day 2 (Number of Shares*Current Price)Price Day 3Value Day 3 (Number of Shares*Current Price)Price Day 4Value Day 4 (Number of Shares*Current Price)Price Day 5Value Day 5 (Number of Shares*Current Price)Price Oct 22Value Oct 22Price Oct 23Value Oct 23Pric Oc 29Value Oct 24Price Oct 25Value Oct 25Price Oct 26Value Oct 26
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Danaherdhrnyse18.691071999.83106.961999.08103.381932105.51971.8104.961961.797.361819.1997.421820.7896.851810.13
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Alioalotse2000120000.9519001.0521001.0621201.0821601.0220401.0320600.992039.4
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Total invested in Stocks: 3999.833899.0840324191.84121.73859.193880.783849.7
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Day 1Day 2Day 3
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Total Portfolio Value$10,0009880.789849.7
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Rate of Return
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