Portfolio Challenge
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$100,000.00Portfolio Challenge
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2/21/2017 16:00:23Current
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SymbolSharesPurch. PriceCostCurrent PriceToday's ChangeValueGain/Loss% Gain/LossRankingsNameGain/LossPortfolio ValuePercent gain/loss
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User7415481*** 1st ***User7415481#N/A#N/A#N/A
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VTSMX2354$42.48$99,997.92$59.38$0.37$139,780.52$39,782.6039.78%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$59.38$0.37$634.48$173.1037.52%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$59.38$0.37$700.89$162.8930.28%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$59.38$0.37$576.58$119.4326.13%5thUser7415481#N/A#N/A#N/A
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6thUser7415481#N/A#N/A#N/A
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7thUser7415481#N/A#N/A#N/A
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8thUser7415481#N/A#N/A#N/A
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Amount Inv.$101,454.45Gain/Loss$40,238.029thUser7415481#N/A#N/A#N/A
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10thUser7415481#N/A#N/A#N/A
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Sales11thUser7415481#N/A#N/A#N/A
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12thUser7415481#N/A#N/A#N/A
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13thUser7415481#N/A#N/A#N/A
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14thUser7415481#N/A#N/A#N/A
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15thUser7415481#N/A#N/A#N/A
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16thUser7415481#N/A#N/A#N/A
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17thUser7415481#N/A#N/A#N/A
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18thUser7415481#N/A#N/A#N/A
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19thUser7415481#N/A#N/A#N/A
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20thUser7415481#N/A#N/A#N/A
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21stUser7415481#N/A#N/A#N/A
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22ndUser7415481#N/A#N/A#N/A
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SalesTotal (G/L)$0.0023rdUser7415481#N/A#N/A#N/A
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24thUser7415481#N/A#N/A#N/A
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25thUser7415481#N/A#N/A#N/A
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Starting funds (group):Current value (group):Total gain/loss (group):Percent gain/loss (group):
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Divs received total:$1,907.83Present Value INV.$141,692.46$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$142,145.85
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$91.54$0.64$27,462.00$8,046.0041.44%
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VBR20089.43$17,886.00$126.04$1.16$25,208.00$7,322.0040.94%
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XLF50020.49$10,245.00$24.59$0.12$12,295.00$2,050.0020.01%
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VHT10092.99$9,299.00$136.86$0.55$13,686.00$4,387.0047.18%
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SSO15084.71$12,706.50$84.90$1.01$12,735.00$28.500.22%
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Amount Inv.$69,552.50Gain/Loss$21,833.50
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Sales
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Total Sales Gain/Loss$0.00
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Divs received total:$986.44Present Value INV.$91,386.00
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Cash Bal $31,433.94
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Total Value$122,819.94
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Rinascimento
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CF100$196.01$19,601.00$33.93-$0.18$3,393.00-$16,208.00-82.69%
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XIN100$5.00$500.00$5.15$0.12$515.00$15.003.00%
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FCX200$29.10$5,820.00$14.13-$0.77$2,826.00-$2,994.00-51.44%
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KO500$40.27$20,135.00$41.46$0.25$20,730.00$595.002.96%
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BRK.B200$117.28$23,456.00$168.92$0.41$33,784.00$10,328.0044.03%
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SDS200$35.98$7,196.00$13.50-$0.16$2,700.00-$4,496.00-62.48%
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PM259$89.91$23,286.69$104.56$0.90$27,081.04$3,794.3516.29%
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Amount Inv.$99,994.69Gain/Loss-$8,965.65
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Sales
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Total Sales Gain/Loss$0.00
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Divs received total:$2,016.34Present Value INV.$91,029.04
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Cash Bal $2,021.65
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Total Value$93,050.69
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CoinsK
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LDOS250$57.24$14,310.00$52.66$0.73$13,165.00-$1,145.00-8.00%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$52.66$0.73$10,532.00$1,382.0015.10%added 10/3
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LDOS167.68$41.28$6,922.00$52.66$0.73$8,830.25$1,908.2527.57%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$52.66$0.73$83,911.08$12,524.5217.54%buy@close 3/5
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LDOS352.41$36.85$12,986.31$52.66$0.73$18,557.91$5,571.6042.90%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss$20,241.36
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Sales
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SNTA2500$6.71$16,775.00$7.11$17,775.00$1,000.00
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AUQ1000$4.10$4,100.00$4.50$4,500.00$400.00sold 8/8
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Portfolio
Dividends
Sheet3