Portfolio Challenge
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$100,000.00Portfolio Challenge
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1/19/2017 16:00:47Current
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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$56.70-$0.23$133,471.80$33,473.8833.47%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$56.70-$0.23$605.84$144.4631.31%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$56.70-$0.23$669.25$131.2524.40%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$56.70-$0.23$550.56$93.4120.43%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$33,843.019thUser7415481#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.$135,297.45$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$135,750.84
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$87.64-$0.44$26,292.00$6,876.0035.41%
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VBR20089.43$17,886.00$120.79-$0.94$24,158.00$6,272.0035.07%
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XLF50020.49$10,245.00$23.04-$0.10$11,520.00$1,275.0012.45%
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VHT10092.99$9,299.00$129.31-$0.84$12,931.00$3,632.0039.06%
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SSO15084.71$12,706.50$77.70-$0.54$11,655.00-$1,051.50-8.28%
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Amount Inv.$69,552.50Gain/Loss$17,003.50
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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.$86,556.00
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Cash Bal $31,433.94
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Total Value$117,989.94
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Rinascimento
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CF100$196.01$19,601.00$32.25-$0.07$3,225.00-$16,376.00-83.55%
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XIN100$5.00$500.00$5.44$0.25$544.00$44.008.80%
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FCX200$29.10$5,820.00$15.26$0.02$3,052.00-$2,768.00-47.56%
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KO500$40.27$20,135.00$41.14-$0.15$20,570.00$435.002.16%
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BRK.B200$117.28$23,456.00$159.41-$1.08$31,882.00$8,426.0035.92%
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SDS200$35.98$7,196.00$14.79$0.11$2,958.00-$4,238.00-58.89%
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PM259$89.91$23,286.69$93.85$0.36$24,307.15$1,020.464.38%
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Amount Inv.$99,994.69Gain/Loss-$13,456.54
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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.$86,538.15
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Cash Bal $2,021.65
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Total Value$88,559.80
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CoinsK
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LDOS250$57.24$14,310.00$49.69-$0.13$12,422.50-$1,887.50-13.19%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$49.69-$0.13$9,938.00$788.008.61%added 10/3
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LDOS167.68$41.28$6,922.00$49.69-$0.13$8,332.22$1,410.2220.37%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$49.69-$0.13$79,178.53$7,791.9710.92%buy@close 3/5
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LDOS352.41$36.85$12,986.31$49.69-$0.13$17,511.25$4,524.9434.84%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss$12,627.64
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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