Portfolio Challenge
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$100,000.00Portfolio Challenge
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7/22/2016 16:02:18Current
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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$54.18$0.27$127,539.72$27,541.8027.54%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$54.18$0.27$578.92$117.5425.47%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$54.18$0.27$639.51$101.5118.87%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$54.18$0.27$526.09$68.9415.08%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$27,829.799thUser7415481#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.$129,284.23$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$129,737.62
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$83.70$0.53$25,110.00$5,694.0029.33%
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VBR20089.43$17,886.00$109.79$0.69$21,958.00$4,072.0022.77%
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XLF50020.49$10,245.00$23.68$0.14$11,840.00$1,595.0015.57%
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VHT10092.99$9,299.00$136.70$0.28$13,670.00$4,371.0047.01%
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SSO15084.71$12,706.50$71.28$0.69$10,692.00-$2,014.50-15.85%
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Amount Inv.$69,552.50Gain/Loss$13,717.50
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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.$83,270.00
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Cash Bal $31,433.94
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Total Value$114,703.94
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Rinascimento
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CF100$196.01$19,601.00$25.18-$1.10$2,518.00-$17,083.00-87.15%
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XIN100$5.00$500.00$4.95$0.06$495.00-$5.00-1.00%
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FCX200$29.10$5,820.00$12.67-$0.20$2,534.00-$3,286.00-56.46%
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KO500$40.27$20,135.00$45.83$0.38$22,915.00$2,780.0013.81%
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BRK.B200$117.28$23,456.00$144.60$0.31$28,920.00$5,464.0023.29%
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SDS200$35.98$7,196.00$16.52-$0.16$3,304.00-$3,892.00-54.09%
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PM259$89.91$23,286.69$99.84$0.42$25,858.56$2,571.8711.04%
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Amount Inv.$99,994.69Gain/Loss-$13,450.13
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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.$86,544.56
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Cash Bal $2,021.65
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Total Value$88,566.21
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CoinsK
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LDOS250$57.24$14,310.00$50.40$1.49$12,600.00-$1,710.00-11.95%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$50.40$1.49$10,080.00$930.0010.16%added 10/3
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LDOS167.68$41.28$6,922.00$50.40$1.49$8,451.28$1,529.2822.09%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$50.40$1.49$80,309.88$8,923.3212.50%buy@close 3/5
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LDOS352.41$36.85$12,986.31$50.40$1.49$17,761.46$4,775.1636.77%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss$14,447.75
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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