Portfolio Challenge
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$100,000.00Portfolio Challenge
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4/18/2016 16:02:03Current
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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$51.62-$0.02$121,513.48$21,515.5621.52%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$51.62-$0.02$551.56$90.1819.55%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$51.62-$0.02$609.29$71.2913.25%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$51.62-$0.02$501.23$44.089.64%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$21,721.129thUser7415481#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.$123,175.56$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$123,628.95
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$79.76$0.57$23,928.00$4,512.0023.24%
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VBR20089.43$17,886.00$103.75$0.52$20,750.00$2,864.0016.01%
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XLF50020.49$10,245.00$23.09$0.17$11,545.00$1,300.0012.69%
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VHT10092.99$9,299.00$129.05$1.24$12,905.00$3,606.0038.78%
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SSO15084.71$12,706.50$66.00$0.86$9,900.00-$2,806.50-22.09%
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Amount Inv.$69,552.50Gain/Loss$9,475.50
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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.$79,028.00
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Cash Bal $31,433.94
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Total Value$110,461.94
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Rinascimento
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CF100$196.01$19,601.00$31.37$0.34$3,137.00-$16,464.00-84.00%
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XIN100$5.00$500.00$5.50$0.10$550.00$50.0010.00%
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FCX200$29.10$5,820.00$11.02$0.16$2,204.00-$3,616.00-62.13%
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KO500$40.27$20,135.00$46.22$0.12$23,110.00$2,975.0014.78%
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BRK.B200$117.28$23,456.00$144.38$0.93$28,876.00$5,420.0023.11%
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SDS200$35.98$7,196.00$18.25-$0.24$3,650.00-$3,546.00-49.28%
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PM259$89.91$23,286.69$100.60$0.49$26,055.40$2,768.7111.89%
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Amount Inv.$99,994.69Gain/Loss-$12,412.29
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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.$87,582.40
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Cash Bal $2,021.65
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Total Value$89,604.05
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CoinsK
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LDOS250$57.24$14,310.00$52.32$0.40$13,080.00-$1,230.00-8.60%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$52.32$0.40$10,464.00$1,314.0014.36%added 10/3
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LDOS167.68$41.28$6,922.00$52.32$0.40$8,773.23$1,851.2326.74%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$52.32$0.40$83,369.30$11,982.7416.79%buy@close 3/5
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LDOS352.41$36.85$12,986.31$52.32$0.40$18,438.09$5,451.7841.98%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss$19,369.76
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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