Complete the portfolio performance measure with each of the following categories: Sharpes Measure Treynors Measure Jensens Measure A discussion on the soundness of your portfolio (e.g., risk versus return, meeting original objectives.) Your synopsis of your findings (e.g., what went well, what would you have changed). THE PURCHASE DATE FOR ALL WAS 4/30/2017

ASSETS ALLOCATION % OF ALLOCATION APY AMOUNT

6-MONTH CD SERVICE CREDIT UNION 15% APY 1.30% $1,500

100 SHARES PUBLIC TRADE WALMART 15% $1,500

100 SHARES PUT & CALL GENERAL MOTORS 10% $1,000

CORPORATE BOND - VCLT Vanguard Long-Term Corporate Bond ETF 15% YTD 2.50%

$1,500 MUTUAL FUND - FUSEX Fidelity 500 Index Fund 45% $4,500

TOTAL % ALLOCATION 100% $10,000