Portfolio Challenge
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$100,000.00Portfolio Challenge
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5/28/2015 16:00:12Current
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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$53.53-$0.06$126,009.62$26,011.7026.01%** 2nd **User7415481#N/A#N/A#N/A
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VTSMX10.69$43.18$461.38$53.53-$0.06$571.97$110.5923.97%* 3rd *User7415481#N/A#N/A#N/A
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VTSMX11.80$45.58$538.00$53.53-$0.06$631.84$93.8417.44%4thUser7415481#N/A#N/A#N/A
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VTSMX9.71$47.08$457.15$53.53-$0.06$519.78$62.6313.70%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$26,278.769thUser7415481#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.$127,733.20$2,500,000.00#N/A#N/A#N/A
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Cash Bal $453.38
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Total Value$128,186.59
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Extreme BankerLazy Growth
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RSP30064.72$19,416.00$82.46-$0.15$24,738.00$5,322.0027.41%
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VBR20089.43$17,886.00$109.99-$0.14$21,998.00$4,112.0022.99%
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XLF50020.49$10,245.00$24.82-$0.03$12,410.00$2,165.0021.13%
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VHT10092.99$9,299.00$140.04$0.03$14,004.00$4,705.0050.60%
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SSO15084.71$12,706.50$68.23-$0.13$10,234.50-$2,472.00-19.45%
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Amount Inv.$69,552.50Gain/Loss$13,832.00
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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.$83,384.50
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Cash Bal $31,433.94
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Total Value$114,818.44
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Rinascimento
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CF100$196.01$19,601.00$321.65$0.32$32,165.00$12,564.0064.10%
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XIN100$5.00$500.00$2.92-$0.02$292.00-$208.00-41.60%
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FCX200$29.10$5,820.00$20.16$0.01$4,032.00-$1,788.00-30.72%
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KO500$40.27$20,135.00$41.14$0.02$20,570.00$435.002.16%
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BRK.B200$117.28$23,456.00$144.74-$0.01$28,948.00$5,492.0023.41%
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SDS200$35.98$7,196.00$20.04$0.04$4,008.00-$3,188.00-44.30%
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PM259$89.91$23,286.69$84.26$0.04$21,823.34-$1,463.35-6.28%
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Amount Inv.$99,994.69Gain/Loss$11,843.65
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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.$111,838.34
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Cash Bal $2,021.65
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Total Value$113,859.99
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CoinsK
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LDOS250$57.24$14,310.00$42.22-$0.31$10,555.00-$3,755.00-26.24%add 9/41:4 reverse split - shares &price adjusted 9/30
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LDOS200$45.75$9,150.00$42.22-$0.31$8,444.00-$706.00-7.72%added 10/3
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LDOS167.68$41.28$6,922.00$42.22-$0.31$7,079.62$157.622.28%Add@open 12/4
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LDOS1593.45$44.80$71,386.56$42.22-$0.31$67,275.46-$4,111.10-5.76%buy@close 3/5
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LDOS352.41$36.85$12,986.31$42.22-$0.31$14,878.75$1,892.4414.57%buy@close 4/3
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Amount Inv.$114,754.87Gain/Loss-$6,522.04
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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