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11.2 Russ Alonzo Takes Stock of His Securities Russ Alonzo is 42 years old, single, and works as a designer for a major architectural firm.

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11.2 Russ Alonzo Takes Stock of His Securities Russ Alonzo is 42 years old, single, and works as a designer for a major architectural firm. He is well paid and has built up a sizable portfolio of investments. He considers himself an aggressive investor and, because he has no dependents to worry about, likes to invest in high-risk/high-return securities His records show the following information. 1. In 2006, Russ bought 200 shares of eBay (NASDAQ; symbol EBAY) at $29.77 a share 2. In 2013 he bought 250 shares of Facebook (NASDAQ; symbol FB) at $26.89 a share 3. In 2008, Russ bought 200 shares of United Technologies Corp. (NYSE; symbol UTX) at $74.92 4. 5. 6. a share In early 2009, he bought 450 shares of JPMorgan Chase (NYSE; symbol JPM) at $16 a share Also in 2009, Russ bought 400 shares of PepsiCo (NYSE; symbol PEP) at $52.50 a share He has $12,000 in a 1 percent money market mutual fund Every three months or so, Russ prepares a complete, up-to-date report on his investment holdings

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