In June of 2018, Northrim AeroParts found itself in the enviable position of having about $750,000 of discretionary funds and decided to invest in a portfolio of equity securities. The investment is reported at fair value in accordance with GAAP. During the most recent three years, Northrim has not sold any of its investments and is investigating whether any changes are needed. You are an accounting analyst for the company and have been assigned the task of launching an initial investigation. To do so, you created a Tableau Dashboard showing the growth in market value of the portfolio along with that of the cost of the investment. You also charted the rate of growth in comparison with a market index representing stocks with a similar risk profile.

Cost Market Value Equity Investments $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 June 2018 July 2018 August 2018 September 2018 October 2018 November 2018 December 2018 January 2019 February 2019 March 2019 April 2019 May 2019 June 2019 July 2019 August 2019 September 2019 October 2019 November 2019 December 2019 January 2020 February 2020 March 2020 April 2020 May 2020 June 2020 July 2020 August 2020 September 2020 October 2020 November 2020 December 2020 January 2021 February 2021 March 2021 April 2021 May 2021