Portfolio Challenge
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$100,000.00Portfolio Challenge
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2/3/2016 6:11:05Current
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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$46.95-$0.93$110,520.30$10,522.3810.52%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$46.95-$0.93$501.66$40.288.73%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$46.95-$0.93$554.17$16.173.01%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$46.95-$0.93$455.88-$1.26-0.28%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$10,577.579thUser7415481#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.$112,032.02$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$112,485.40
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$70.85-$1.50$21,255.00$1,839.009.47%
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VBR20089.43$17,886.00$90.41-$1.92$18,082.00$196.001.10%
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XLF50020.49$10,245.00$21.03-$0.60$10,515.00$270.002.64%
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VHT10092.99$9,299.00$119.00-$1.85$11,900.00$2,601.0027.97%
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SSO15084.71$12,706.50$54.40-$2.12$8,160.00-$4,546.50-35.78%
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Amount Inv.$69,552.50Gain/Loss$359.50
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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.$69,912.00
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Cash Bal $31,433.94
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Total Value$101,345.94
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Rinascimento
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CF100$196.01$19,601.00$29.45-$0.79$2,945.00-$16,656.00-84.98%
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XIN100$5.00$500.00$3.62-$0.09$362.00-$138.00-27.60%
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FCX200$29.10$5,820.00$4.35-$0.39$870.00-$4,950.00-85.05%
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KO500$40.27$20,135.00$42.44-$0.56$21,220.00$1,085.005.39%
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BRK.B200$117.28$23,456.00$125.72-$2.94$25,144.00$1,688.007.20%
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SDS200$35.98$7,196.00$22.59$0.76$4,518.00-$2,678.00-37.22%
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PM259$89.91$23,286.69$89.35-$0.06$23,141.65-$145.04-0.62%
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Amount Inv.$99,994.69Gain/Loss-$21,794.04
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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.$78,200.65
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Cash Bal $2,021.65
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Total Value$80,222.30
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CoinsK
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LDOS250$57.24$14,310.00$44.35-$1.32$11,087.50-$3,222.50-22.52%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$44.35-$1.32$8,870.00-$280.00-3.06%added 10/3
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LDOS167.68$41.28$6,922.00$44.35-$1.32$7,436.79$514.797.44%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$44.35-$1.32$70,669.51-$717.05-1.00%buy@close 3/5
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LDOS352.41$36.85$12,986.31$44.35-$1.32$15,629.38$2,643.0820.35%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss-$1,061.69
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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