Choose a date and time to sell your remaining five stocks that you previously purchased and calculate the capital gain or loss. Then calculate the dividends to be included in income that would have been received and then complete the tax return to a refund or balance due. Follow this up with a paragraph on whether or not (in your opinion) you believe this was a good or bad investment? also what level of Risk you would give it? (LR "0" to HR "10")

Addition : The cost of borrowing money to invest...

- That money you used to invest in those 5 stocks.. i am charging you 5%

- This cost along with the benefit as a result of the cost would need to be included in your bottom line to your client in order to get perfect ( providing everything else is correct)

Note:

add either $50k, 60k or 70k wages to ur client