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A discussion of the performance of this portfolio and how this portfolios trading strategy and resulting performance compared to the given market portfolio and how
A discussion of the performance of this portfolio and how this portfolios trading strategy and resulting performance compared to the given market portfolio and how it would differ in the long run.
Portfolio 1:
Account Value (USD) $100,743.62 Buying Power $49,104.70 Cash $49,104.70 Annual Return 5.92 %
Market Portfolio:
Account Value (USD) $105,114.81 Buying Power $214.41 Cash $214.41 Annual Return 25.92 %
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 t 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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