1 | Purchase Date: | Price Now | Individual Profit / Loss | Low Risk Portfolio | High Risk Portfolio | ||||
|---|---|---|---|---|---|---|---|---|---|
2 | 12/31/2018 | 2/21/2019 | |||||||
3 | Ticker | Purchase Price | Price Now | Individual Fund Profit / Loss | Percent Allocation | Percent Allocation | |||
4 | 1 | VLCAX | $57.96 | $64.65 | 11.54% | 4.00% | 0.46% | 20.00% | 2.31% |
5 | 2 | VVIAX | $38.17 | $42.14 | 10.40% | 4.00% | 0.42% | 20.00% | 2.08% |
6 | 3 | VBR | $114.06 | $132.91 | 16.53% | 4.00% | 0.66% | 20.00% | 3.31% |
7 | 4 | VGSLX | $105.72 | $119.80 | 13.32% | 2.00% | 0.27% | 10.00% | 1.33% |
8 | 5 | EFV | $45.22 | $48.82 | 7.96% | 2.00% | 0.16% | 10.00% | 0.80% |
9 | 6 | SCZ | $51.82 | $56.89 | 9.78% | 2.00% | 0.20% | 10.00% | 0.98% |
10 | 7 | VEMAX | $31.76 | $34.45 | 8.47% | 2.00% | 0.17% | 10.00% | 0.85% |
11 | 8 | SHV | $110.30 | $110.48 | 0.16% | 40.00% | 0.07% | 0.00% | 0.00% |
12 | 9 | BWZ | $30.70 | $30.73 | 0.10% | 40.00% | 0.04% | 0.00% | 0.00% |
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14 | Indexes: | YTD | YTD | YTD | |||||
15 | SPY | $249.92 | $278.41 | 11.40% | 2.43% | 11.65% | |||
16 | QQQ | $155.76 | $172.25 | 10.59% | |||||
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