Portfolio Challenge
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$100,000.00Portfolio Challenge
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6/16/2017 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$60.96$0.00$143,499.84$43,501.9243.50%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$60.96$0.00$651.36$189.9841.18%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$60.96$0.00$719.54$181.5433.74%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$60.96$0.00$591.92$134.7729.48%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$44,008.219thUser7415481#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.$145,462.66$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$145,916.04
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$92.88$0.02$27,864.00$8,448.0043.51%
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VBR20089.43$17,886.00$123.21-$0.30$24,642.00$6,756.0037.77%
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XLF50020.49$10,245.00$24.29-$0.03$12,145.00$1,900.0018.55%
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VHT10092.99$9,299.00$144.63$0.22$14,463.00$5,164.0055.53%
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SSO15084.71$12,706.50$90.25$0.01$13,537.50$831.006.54%
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Amount Inv.$69,552.50Gain/Loss$23,099.00
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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.$92,651.50
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Cash Bal $31,433.94
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Total Value$124,085.44
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Rinascimento
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CF100$196.01$19,601.00$27.58$0.83$2,758.00-$16,843.00-85.93%
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XIN100$5.00$500.00$4.83-$0.13$483.00-$17.00-3.40%
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FCX200$29.10$5,820.00$11.42-$0.08$2,284.00-$3,536.00-60.76%
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KO500$40.27$20,135.00$45.31$0.06$22,655.00$2,520.0012.52%
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BRK.B200$117.28$23,456.00$170.48-$0.07$34,096.00$10,640.0045.36%
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SDS200$35.98$7,196.00$12.59-$0.01$2,518.00-$4,678.00-65.01%
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PM259$89.91$23,286.69$121.84$1.33$31,556.56$8,269.8735.51%
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Amount Inv.$99,994.69Gain/Loss-$3,644.13
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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.$96,350.56
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Cash Bal $2,021.65
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Total Value$98,372.21
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CoinsK
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LDOS250$57.24$14,310.00$53.98-$1.19$13,495.00-$815.00-5.70%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$53.98-$1.19$10,796.00$1,646.0017.99%added 10/3
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LDOS167.68$41.28$6,922.00$53.98-$1.19$9,051.59$2,129.5930.77%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$53.98-$1.19$86,014.43$14,627.8720.49%buy@close 3/5
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LDOS352.41$36.85$12,986.31$53.98-$1.19$19,023.09$6,036.7846.49%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss$23,625.24
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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