9. Tracking portfolio performance. Use Work- sheet 11.2 to help Max and Heidi Wood, a married couple in their early 30s, evaluate their securities portfolio, which includes these holdings. a. IBM. (NYSE; symbol IBM): 100 shares bought in 2011 for $170.40 per share. b. Procter & Gamble (NYSE; symbol PG): 150 shares purchased in 2010 at $61.85 per share. C. Google (NASDAQ; symbol, GOOG): 200 shares purchased in 2014 at $519.98 per share. d. The Woods also have $8,000 in a one-year CD they bought one year ago, which pays 1.25 percent annual interest. 1. Based on the latest quotes obtained from the Internet, complete Worksheet 11.2. 2. What's the total amount the Woods have invested in these securities, the annual income they now receive, and the latest market value of their investments? AN INVENTORY OF INVESTMENT HOLDINGS Date: Name(s): Description of Investment Vehicle Type of Investment Cumulative Amount of Annual Income from Dividends, Interest, etc. Amount of Investment (Quote-$ Amount) Date Purchased Latest Market Value (Quote-$ Amount) Comments/ Planned Actions Totals $ $ $ Instructions: List number of shares of common and preferred stock purchased as part of the description of securities held; then put the price paid per share under the "Quote" column and total amount invested (number of shares x price per share) under the "$ Amount" column. Enter the principal (par) value of all bonds held in place of number of shares: "$ Amount" column for bonds = principal value of bonds purchased x quote (for example, $5,000 x .755 = $3,775). List mutual funds as you did for stock. For real estate, enter total market value of property under "Quote" column and amount actually invested down payment and closing costs) under "$ Amount." Ignore the "Quote" column for savings vehicles. For "Amount of Income" column, list total amount received from dividends, interest, and so on (for example, dividends per share x number of shares held). Under "Latest Market Value," enter market price as of the date of this report (for instance, in December 2001, Pall Corp. was trading at 18.50). The latest market value for real estate is entered as an estimate of what the property would likely sell for (under "Quote") and the estimated amount of equity the investor has in the property (under "$ Amount"). 9. Tracking portfolio performance. Use Work- sheet 11.2 to help Max and Heidi Wood, a married couple in their early 30s, evaluate their securities portfolio, which includes these holdings. a. IBM. (NYSE; symbol IBM): 100 shares bought in 2011 for $170.40 per share. b. Procter & Gamble (NYSE; symbol PG): 150 shares purchased in 2010 at $61.85 per share. C. Google (NASDAQ; symbol, GOOG): 200 shares purchased in 2014 at $519.98 per share. d. The Woods also have $8,000 in a one-year CD they bought one year ago, which pays 1.25 percent annual interest. 1. Based on the latest quotes obtained from the Internet, complete Worksheet 11.2. 2. What's the total amount the Woods have invested in these securities, the annual income they now receive, and the latest market value of their investments? AN INVENTORY OF INVESTMENT HOLDINGS Date: Name(s): Description of Investment Vehicle Type of Investment Cumulative Amount of Annual Income from Dividends, Interest, etc. Amount of Investment (Quote-$ Amount) Date Purchased Latest Market Value (Quote-$ Amount) Comments/ Planned Actions Totals $ $ $ Instructions: List number of shares of common and preferred stock purchased as part of the description of securities held; then put the price paid per share under the "Quote" column and total amount invested (number of shares x price per share) under the "$ Amount" column. Enter the principal (par) value of all bonds held in place of number of shares: "$ Amount" column for bonds = principal value of bonds purchased x quote (for example, $5,000 x .755 = $3,775). List mutual funds as you did for stock. For real estate, enter total market value of property under "Quote" column and amount actually invested down payment and closing costs) under "$ Amount." Ignore the "Quote" column for savings vehicles. For "Amount of Income" column, list total amount received from dividends, interest, and so on (for example, dividends per share x number of shares held). Under "Latest Market Value," enter market price as of the date of this report (for instance, in December 2001, Pall Corp. was trading at 18.50). The latest market value for real estate is entered as an estimate of what the property would likely sell for (under "Quote") and the estimated amount of equity the investor has in the property (under "$ Amount")