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A discussion of the diversification and risk of your portfolio. Was your portfolio adequately diversified? How and among what ways? Account Value (USD) $100,743.62 Buying
A discussion of the diversification and risk of your portfolio. Was your portfolio adequately diversified? How and among what ways?
Account Value (USD) $100,743.62 Buying Power $49,104.70 Cash $49,104.70 Annual Return 5.92 %
CURRENT TOTAL PURCHASE TODAY'S CHANGE TOTAL GAIN/LOSS SYMBOL DESCRIPTION QTY PRICE PRICE VALUE $488.00 (16.14%) Sell AAPL APPLE INC. 25 $120.93 $140.45 $3,511.25 $0.25 (-0.01%) $112.80(2.58 40 $109.37 112.19 $4,487.60 $6.80 (0.15 t Sell MA MASTERCARD INCORPORATED CLASS A 15 $833.00 850.75 $12,761.25 $33.30(-0.26%) $266.25 (2.13 Sell AMZN AMAZON.COM, INC. 12 $113.15 $107.86 $1,294.32. $1,294.32(0.00 $63.48 (-4.68%) Sell CVX CHEVRON CORPORATION $132.00(-5.75%) Sell THO THOR INDUSTRIES, INC. 22 $104.30 $98.30 $2,162.600 $7.92 (-0.36%) t $1.25 (-0.09 Sell WR WESTAR ENERGY INC $54.65 $54.60 $1,365.00 $4.00(-0.29%) $111.60 $1,673.93 $1,673.93 (0.00 26.03(1.58 15 $109.86 Sell DIS WALT DISNEY COMPANY $41.70 (-0.39 Sell AGG SHARES CORE U.S. AGGREGATE BOND ETF 100 $108.12 $107.70 $10,770.30 $7.70(-0.07 sell VANGUARD INFORMATION TECHNOLOGY VGT INDEX FUND 00 $133.71 $16,477.88 46.94 $839.64 (1.65%) Total $51,582.25 tStep by Step Solution
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