Portfolio Challenge
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$100,000.00Portfolio Challenge
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8/28/2015 16:15:14Current
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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$50.05$1.18$117,817.70$17,819.7817.82%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$50.05$1.18$534.79$73.4115.91%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$50.05$1.18$590.76$52.769.81%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$50.05$1.18$485.99$28.846.31%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$17,974.799thUser7415481#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.$119,429.23$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$119,882.62
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$76.73$0.17$23,019.00$3,603.0018.56%
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VBR20089.43$17,886.00$101.81$0.62$20,362.00$2,476.0013.84%
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XLF50020.49$10,245.00$23.63-$0.11$11,815.00$1,570.0015.32%
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VHT10092.99$9,299.00$134.95-$0.16$13,495.00$4,196.0045.12%
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SSO15084.71$12,706.50$59.79-$0.01$8,968.50-$3,738.00-29.42%
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Amount Inv.$69,552.50Gain/Loss$8,107.00
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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.$77,659.50
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Cash Bal $31,433.94
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Total Value$109,093.44
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Rinascimento
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CF100$196.01$19,601.00$57.47-$0.39$5,747.00-$13,854.00-70.68%
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XIN100$5.00$500.00$2.72$0.06$272.00-$228.00-45.60%
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FCX200$29.10$5,820.00$10.49$0.30$2,098.00-$3,722.00-63.95%
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KO500$40.27$20,135.00$39.43$0.16$19,715.00-$420.00-2.09%
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BRK.B200$117.28$23,456.00$135.65-$0.55$27,130.00$3,674.0015.66%
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SDS200$35.98$7,196.00$22.01-$0.01$4,402.00-$2,794.00-38.83%
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PM259$89.91$23,286.69$80.35-$0.43$20,810.65-$2,476.04-10.63%
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Amount Inv.$99,994.69Gain/Loss-$19,820.04
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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.$80,174.65
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Cash Bal $2,021.65
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Total Value$82,196.30
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CoinsK
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LDOS250$57.24$14,310.00$42.44$0.38$10,610.00-$3,700.00-25.86%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$42.44$0.38$8,488.00-$662.00-7.23%added 10/3
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LDOS167.68$41.28$6,922.00$42.44$0.38$7,116.51$194.512.81%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$42.44$0.38$67,626.02-$3,760.54-5.27%buy@close 3/5
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LDOS352.41$36.85$12,986.31$42.44$0.38$14,956.28$1,969.9715.17%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss-$5,958.06
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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