Provide a sufficient explanation of what transpired over this period (starting from initial investment to quarter 1, quarter 2, and quarter 3) for each company and then for the overall portfolio, how the investments are doing, and what changes you would suggest (if any). please explain your rationale as well.

 

The companies are JP Morgan & Chase, Microsoft, Apple, Amazon, and Netflix

 

 

56 5 Investment Tracking Worksheet 7 8 JPM 9 MSFT 10 AAPL 11 AMZN 12 NFLX 13 Investment Name Total Investment Investment # Type Amount Shares/Items Stock $7 188,50 50 $7 641,00 Stock $16 090,00 50 $18 492,50 Stock $10 425,00 60 $11381,40 Stock $6 473,00 50 $7 259.00 Qtr 1 Value +/- Amount $452,50 $2 402,50 $956,40 $786,00 Qtr 2 Value $7 842,00 $18 725,50 $11474,40 $7 351,50 +/- Amount Qtr 3 Value +/- Amount Overall ROI % $201,00 $7 926,00 $84,00 1,17% $233,00 $18 652,00 -$73,50 -0,46% $93,00 $11742,60 $268,20 2,57% $92,50 $7 371,00 $19,50 0,30% Stock $15 213,20 40 $18 636,40 $3 423,20 $55 389,70 250 $63 410,30 $8 020,60 $18 629,60 $64 023,00 -$6,80 $18 150,40 -$479,20 -$0,03 $612,70 $63 842,00 -$181,00 -0,33%