Portfolio Challenge
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$100,000.00Portfolio Challenge
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7/24/2015 19:58:01Current
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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$52.30-$0.58$123,114.20$23,116.2823.12%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$52.30-$0.58$558.83$97.4521.12%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$52.30-$0.58$617.32$79.3214.74%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$52.30-$0.58$507.83$50.6911.09%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$23,343.739thUser7415481#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.$124,798.18$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$125,251.56
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$79.34-$0.89$23,802.00$4,386.0022.59%
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VBR20089.43$17,886.00$105.14-$1.22$21,028.00$3,142.0017.57%
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XLF50020.49$10,245.00$25.12-$0.24$12,560.00$2,315.0022.60%
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VHT10092.99$9,299.00$141.06-$3.46$14,106.00$4,807.0051.69%
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SSO15084.71$12,706.50$65.68-$1.43$9,852.00-$2,854.50-22.46%
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Amount Inv.$69,552.50Gain/Loss$11,795.50
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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.$81,348.00
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Cash Bal $31,433.94
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Total Value$112,781.94
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Rinascimento
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CF100$196.01$19,601.00$60.85-$1.47$6,085.00-$13,516.00-68.96%
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XIN100$5.00$500.00$2.66-$0.09$266.00-$234.00-46.80%
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FCX200$29.10$5,820.00$12.29-$1.35$2,458.00-$3,362.00-57.77%
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KO500$40.27$20,135.00$40.44-$0.40$20,220.00$85.000.42%
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BRK.B200$117.28$23,456.00$141.33-$0.85$28,266.00$4,810.0020.51%
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SDS200$35.98$7,196.00$20.58$0.42$4,116.00-$3,080.00-42.80%
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PM259$89.91$23,286.69$84.65-$0.79$21,924.35-$1,362.34-5.85%
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Amount Inv.$99,994.69Gain/Loss-$16,659.34
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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.$83,335.35
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Cash Bal $2,021.65
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Total Value$85,357.00
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CoinsK
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LDOS250$57.24$14,310.00$38.68-$1.24$9,670.00-$4,640.00-32.42%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$38.68-$1.24$7,736.00-$1,414.00-15.45%added 10/3
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LDOS167.68$41.28$6,922.00$38.68-$1.24$6,486.02-$435.98-6.30%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$38.68-$1.24$61,634.65-$9,751.91-13.66%buy@close 3/5
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LDOS352.41$36.85$12,986.31$38.68-$1.24$13,631.22$644.914.97%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss-$15,596.98
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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