Portfolio Challenge
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$100,000.00Portfolio Challenge
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5/24/2016 16:02:42Current
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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$50.94-$0.09$119,912.76$19,914.8419.92%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$50.94-$0.09$544.30$82.9217.97%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$50.94-$0.09$601.27$63.2711.76%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$50.94-$0.09$494.63$37.488.20%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$20,098.509thUser7415481#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.$121,552.95$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$122,006.33
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$79.54$1.01$23,862.00$4,446.0022.90%
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VBR20089.43$17,886.00$103.77$1.55$20,754.00$2,868.0016.03%
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XLF50020.49$10,245.00$23.53$0.32$11,765.00$1,520.0014.84%
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VHT10092.99$9,299.00$128.34$1.98$12,834.00$3,535.0038.01%
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SSO15084.71$12,706.50$64.97$1.66$9,745.50-$2,961.00-23.30%
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Amount Inv.$69,552.50Gain/Loss$9,408.00
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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.$78,960.50
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Cash Bal $31,433.94
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Total Value$110,394.44
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Rinascimento
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CF100$196.01$19,601.00$27.61-$2.24$2,761.00-$16,840.00-85.91%
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XIN100$5.00$500.00$5.07-$0.02$507.00$7.001.40%
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FCX200$29.10$5,820.00$11.11-$0.27$2,222.00-$3,598.00-61.82%
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KO500$40.27$20,135.00$44.37$0.40$22,185.00$2,050.0010.18%
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BRK.B200$117.28$23,456.00$143.71$2.16$28,742.00$5,286.0022.54%
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SDS200$35.98$7,196.00$18.44-$0.48$3,688.00-$3,508.00-48.75%
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PM259$89.91$23,286.69$98.84$0.56$25,599.56$2,312.879.93%
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Amount Inv.$99,994.69Gain/Loss-$14,290.13
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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.$85,704.56
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Cash Bal $2,021.65
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Total Value$87,726.21
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CoinsK
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LDOS250$57.24$14,310.00$49.83$0.94$12,457.50-$1,852.50-12.95%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$49.83$0.94$9,966.00$816.008.92%added 10/3
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LDOS167.68$41.28$6,922.00$49.83$0.94$8,355.70$1,433.7020.71%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$49.83$0.94$79,401.61$8,015.0511.23%buy@close 3/5
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LDOS352.41$36.85$12,986.31$49.83$0.94$17,560.59$4,574.2835.22%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss$12,986.53
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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