LO6Describe an investment portfolio and how youd go about developing, monitoring, and managing a portfolio of securities.

Tracking portfolio performance. Use Worksheet 11.2 to help Max and Heidi Wood, a married couple in their early 30s, evaluate their securities portfolio, which includes these holdings.

IBM. (NYSE; symbol IBM): 100 shares bought in 2011 for $170.40 per share.

Procter & Gamble (NYSE; symbol PG): 150 shares purchased in 2010 at $61.85 per share.

Google (NASDAQ; symbol, GOOG): 200 shares purchased in 2014 at $519.98 per share.

The Woods also have $8,000 in a one-year CD they bought one year ago, which pays 1.25 percent annual interest.

Based on the latest quotes obtained from the Internet, complete Worksheet 11.2.

Whats the total amount the Woods have invested in these securities, the annual income they now receive, and the latest market value of their investments?