Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Be sure to address the following questions: Has your portfolio grown or shrunk?(looking how the companies below are doing in the stock market) What factors

image text in transcribed

Be sure to address the following questions: Has your portfolio grown or shrunk?(looking how the companies below are doing in the stock market) What factors contributed to these changes? What isyour investment strategy? Why did you make changes and what did they yield? Given what you know now about investing and where your portfolio is now, what would you have done differently?

My portfolio consist of Kroger(KR), Square(SQ) and a vanguard mutual fund VFINX and AT&T

image text in transcribed Cash Related Items Cash Balance: Short Sale Proceeds: Loan Balance: Interest Earn Rate: Interest Charged on Loan: Total Mark to Market Value for Futures: Restricted Funds: Margin Requirements: Action Market Value $920,545.72 $0.00 $0.00 $1,855.72 $0.00 $0.00 $0.00 $0.00 Portfolio Summary Market Value of Long Positions: Accured Interest Earned on Bonds: Market Value of Short Positions: Net Matket Value of all Positions: Symbol Trade T Trade SQ Trade KR Total Market Value Long: $84,180.46 | Total Market Value Short: $0.00 1 of $84,180.46 $0.00 $0.00 $84,180.46 Portfolio Value: $1,004,726.18 Percentage Return: 0.47% Buying Power: $1,926,302.37 Trades Made/Allowed: 4/296 SPY ETF % Return: SPY ETF at start date: Current SPY ETF: Curr. Price Paid Last Price Day's Chg AT&T Inc. 1,000 Square 1,000 Inc. USD $36.65 37.41 0.26 Profit/Lo Mkt Value ss (US) Local/FX 760.00 $37,410.00 USD $12.29 12.22 0.18 -70.00 Kroger Co. 1,000 USD $31.45 33.52 -0.18 2,070.00 $33,520.00 Desc. Qty $12,220.00 % 2.07% -0.57% 6.58%

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image_2

Step: 3

blur-text-image_3

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Personal Finance Turning Money into Wealth

Authors: Arthur J. Keown

8th edition

134730364, 978-0134730363

More Books

Students also viewed these Finance questions