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Keep a weekly tracker of your portfolio (complete the worksheet provided). We are tracking the price of each stock in the portfolio once per week
Keep a weekly tracker of your portfolio (complete the worksheet provided). We are tracking the price of each stock in the portfolio once per week for 8 weeks. The savings should be determined by taking the $50,000 less the investments in each stock on the day of purchase less the total of$250in transaction fees. This number stays the same until stock is sold.
- Week 1. Apple Inc. (AAPL) at $105.00 per share for 500 shares. Total investment = $52,500 Amazon.com, Inc. (AMZN) at $1,000.00 per share for 50 shares. Total investment = $50,500 Facebook, Inc. (FB) at $120.00 per share for 400 shares. Total investment = $48,400 Google Inc. (GOOGL) at $800.00 per share for 60 shares. Total investment = $48,000 Microsoft Corporation (MSFT) at $60.00 per share for 800 shares. Total investment = $48,000 Alibaba Group Holding Limited (BABA) at $90.00 per share for 500 shares. Total investment = $45,000 Samsung Electronics Co., Ltd. (SSNLF) at $30.00 per share for 1,500 shares. Total investment = $45,000 Intel Corporation (INTC) at $30.00 per share for 1,500 shares. Total investment = $45,000 General Electric Company (GE) at $30.00 per share for 1,500 shares. Total investment = $45,000 JPMorgan Chase & Co. (JPM) at $90.00 per share for 500 shares. Total investment = $45,000
- Week 2. Apple Inc. (AAPL) at $110.00 per share for 500 shares. Total investment = $55,000 Amazon.com, Inc. (AMZN) at $1,200.00 per share for 50 shares. Total investment = $60,000 Facebook, Inc. (FB) at $130.00 per share for 400 shares. Total investment = $52,000 Google Inc. (GOOGL) at $850.00 per share for 60 shares. Total investment = $51,000 Microsoft Corporation (MSFT) at $65.00 per share for 800 shares. Total investment = $52,000 Alibaba Group Holding Limited (BABA) at $100.00 per share for 500 shares. Total investment = $50,000 Samsung Electronics Co., Ltd. (SSNLF) at $35.00 per share for 1,500 shares. Total investment = $52,500 Intel Corporation (INTC) at $35.00 per share for 1,500 shares. Total investment = $52,500 General Electric Company (GE) at $35.00 per share for 1,500 shares. Total investment = $52,500 JPMorgan Chase & Co. (JPM) at $100.00 per share for 500 shares. Total investment = $50,000
- Week 3. Apple Inc. (AAPL) at $115.00 per share for 500 shares. Total investment = $57,500 Amazon.com, Inc. (AMZN) at $1,400.00 per share for 50 shares. Total investment = $70,000 Facebook, Inc. (FB) at $140.00 per share for 400 shares. Total investment = $56,000 Google Inc. (GOOGL) at $900.00 per share for 60 shares. Total investment = $54,000 Microsoft Corporation (MSFT) at $70.00 per share for 800 shares. Total investment = $56,000 Alibaba Group Holding Limited (BABA) at $110.00 per share for 500 shares. Total investment = $55,000 Samsung Electronics Co., Ltd. (SSNLF) at $40.00 per share for 1,500 shares. Total investment = $60,000 Intel Corporation (INTC) at $40.00 per share for 1,500 shares. Total investment = $60,000 General Electric Company (GE) at $40.00 per share for 1,500 shares. Total investment = $60,000 JPMorgan Chase & Co. (JPM) at $110.00 per share for 500 shares. Total investment = $55,000
- Week 4. Apple Inc. (AAPL) at $120.00 per share for 500 shares. Total investment = $60,000 Amazon.com, Inc. (AMZN) at $1,600.00 per share for 50 shares. Total investment = $80,000 Facebook, Inc. (FB) at $150.00 per share for 400 shares. Total investment = $60,000 Google Inc. (GOOGL) at $950.00 per share for 60 shares. Total investment = $57,000 Microsoft Corporation (MSFT) at $75.00 per share for 800 shares. Total investment = $60,000 Alibaba Group Holding Limited (BABA) at $120.00 per share for 500 shares. Total investment = $60,000 Samsung Electronics Co., Ltd. (SSNLF) at $45.00 per share for 1,500 shares. Total investment = $67,500 Intel Corporation (INTC) at $45.00 per share for 1,500 shares. Total investment = $67,500 General Electric Company (GE) at $45.00 per share for 1,500 shares. Total investment = $67,500 JPMorgan Chase & Co. (JPM) at $120.00 per share for 500 shares. Total investment = $60,000
- Week 5. Apple Inc. (AAPL) at $125.00 per share for 500 shares. Total investment = $62,500 Amazon.com, Inc. (AMZN) at $1,800.00 per share for 50 shares. Total investment = $90,000 Facebook, Inc. (FB) at $160.00 per share for 400 shares. Total investment = $64,000 Google Inc. (GOOGL) at $1,000.00 per share for 60 shares. Total investment = $60,000 Microsoft Corporation (MSFT) at $80.00 per share for 800 shares. Total investment = $64,000 Alibaba Group Holding Limited (BABA) at $130.00 per share for 500 shares. Total investment = $65,000 Samsung Electronics Co., Ltd. (SSNLF) at $50.00 per share for 1,500 shares. Total investment = $75,000 Intel Corporation (INTC) at $50.00 per share for 1,500 shares. Total investment =$75,000 General Electric Company (GE) at $35.00 per share for 1,500 shares. Total investment = $52,500 JPMorgan Chase & Co. (JPM) at $100.00 per share for 500 shares. Total investment = $50,000.
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