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Total cost of accounts $20,165.00 Value of accounts $26,400.00 Difference $ $6,235.00 Difference % 30.92% Stock Name Stock Index Traded (NSYE, NASDAQ) Symbol Quantity Purchase
Total cost of accounts | $20,165.00 | |||||||||||
Value of accounts | $26,400.00 | |||||||||||
Difference $ | $6,235.00 | |||||||||||
Difference % | 30.92% | |||||||||||
Stock Name | Stock Index Traded (NSYE, NASDAQ) | Symbol | Quantity | Purchase Price Per Share | Trade Fees | Total Cost (Purchase Price + Fees) | Current Quote | Market Value | Gain/Loss ($) | Gain/Loss (%) | ||
Stock 1 | BAC-PL | 0.95 | B.P | 686 | $14.58 | $70 | $10,070 | $8,000 | $12,000 | $1,930 | 19.16% | |
Stock 2 | TSLA | 0.029 | T | 21 | $238.10 | $45 | $5,045 | $4,500 | $7,500 | $2,455 | 48.66% | |
Stock 3 | 0.019 | G | 14 | $714.23 | $50 | $5,050 | $7,200 | $6,900 | $1,850 | 36.63% | ||
BAC-PL Bank of America | ||||||||||||
S10,000 dollar | ||||||||||||
S10,000/S14.56 = 686 shares | ||||||||||||
Company industry sector | ||||||||||||
Despite of this company having some positive earnings per share for the past years with only one negative in the past two years, it is undervalued. They expect an increase in revenue from 7%. | ||||||||||||
TSLA | ||||||||||||
S5000 | ||||||||||||
S5000/S240.76 = 21 shares | ||||||||||||
Their sales are relatively good compared to other companies in the sector. Moreover, this is not just a present company but a future one and there is release of a new model. Thus, this company can be a good long term investment. | ||||||||||||
$10,000 | ||||||||||||
S10,000/S707.88 = 14 shares |
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Determine the current value of your total investment. Do not make any changes to your investment at this time. Calculate your total based on the number of shares and the new price per share, for each company. Provide your opinion / assessment of your investments. Evaluate the results of your current investment. Are you happy with the result and the trend? Are you upset because youre investment is worth less than $25,000. Feel free to speculate / guess at why you believe the stock increased, decreased, or remained static. |
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