Portfolio Challenge
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$100,000.00Portfolio Challenge
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3/9/2017 16:02:06Current
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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$59.14$0.01$139,215.56$39,217.6439.22%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$59.14$0.01$631.91$170.5336.96%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$59.14$0.01$698.05$160.0529.75%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$59.14$0.01$574.25$117.1025.62%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$39,665.339thUser7415481#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.$141,119.78$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$141,573.16
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$90.55-$0.08$27,165.00$7,749.0039.91%
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VBR20089.43$17,886.00$121.69-$0.53$24,338.00$6,452.0036.07%
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XLF50020.49$10,245.00$24.81$0.09$12,405.00$2,160.0021.08%
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VHT10092.99$9,299.00$139.85$0.85$13,985.00$4,686.0050.39%
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SSO15084.71$12,706.50$85.12$0.22$12,768.00$61.500.48%
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Amount Inv.$69,552.50Gain/Loss$21,108.50
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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.$90,661.00
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Cash Bal $31,433.94
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Total Value$122,094.94
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Rinascimento
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CF100$196.01$19,601.00$29.34-$0.28$2,934.00-$16,667.00-85.03%
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XIN100$5.00$500.00$4.58$0.03$458.00-$42.00-8.40%
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FCX200$29.10$5,820.00$12.40-$0.04$2,480.00-$3,340.00-57.39%
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KO500$40.27$20,135.00$42.03$0.04$21,015.00$880.004.37%
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BRK.B200$117.28$23,456.00$175.37$0.40$35,074.00$11,618.0049.53%
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SDS200$35.98$7,196.00$13.45-$0.03$2,690.00-$4,506.00-62.62%
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PM259$89.91$23,286.69$110.28$0.56$28,562.52$5,275.8322.66%
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Amount Inv.$99,994.69Gain/Loss-$6,781.17
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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.$93,213.52
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Cash Bal $2,021.65
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Total Value$95,235.17
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CoinsK
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LDOS250$57.24$14,310.00$52.93$0.22$13,232.50-$1,077.50-7.53%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$52.93$0.22$10,586.00$1,436.0015.69%added 10/3
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LDOS167.68$41.28$6,922.00$52.93$0.22$8,875.52$1,953.5228.22%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$52.93$0.22$84,341.31$12,954.7518.15%buy@close 3/5
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LDOS352.41$36.85$12,986.31$52.93$0.22$18,653.06$5,666.7543.64%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss$20,933.52
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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