Stocks in my portfolio are as follows:

Adobe INC ADBE original stock price in first lesson $318.39 current price is 338.12

Microsoft Corp MSFT original stock price in 1st lesson $159.00 current price is 173.47

Procter & Gamble PG original stock price in 1st lesson $115.00 current price 121.08

United Airline Holdings UAL original stock price in 1st lesson $30.77 current price is 30.90.

Using an Excel spreadsheet show your calculation of your gain or loss for each security for the week. Make sure you show a dollar return calculation and a percentage return calculation. Be especially careful on the computation of the gain/loss on the stock you purchased on margin. If you wish, you may sell none, one, or two (but no more) of your holdings.

-Please replace any stocks you sell on the same terms (long or short). In an accompanying 12- page Word document, address the checklist items below.

Checklist:

Discuss why you took the actions you did in your Portfolio, with special attention to your reasoning behind holding or selling specific stocks.

Make special note of any observations you made when analyzing your calculations.

In addition, invest in one mutual fund and one exchange traded fund this week, again limiting your investment in each to $50,000. Include in your report this week, the price of the investments made including the $25 commission and your justification for the purchases. Incorporate these buys in your spreadsheet.