Unformatted Attachment Preview
1. Introduction (3-4 pages)
You have to mention the followings:
➢ Purpose of this project.
➢ How this project make you understand the stock investment.
➢ Explain the high P/E stocks, the low P/E stocks, the growth stocks, and the value stocks.
➢ What was your initial pick and why you chose them for each of the four portfolios.
➢ How your four portfolios have performed for three weeks IN GENERAL.
➢ Based upon the results of your four portfolios, which factors you think are more
important in the stock market investment, firm-specific factors, macroeconomic factors,
and/or speculative expectation, etc.
2. Company information and Weekly Performance (5 - 7 pgs: do not include spread sheets)
A. Week 1 Companies for Four Portfolios
Provide basic information of the companies and explain why you selected those four
companies for your four portfolios. Provide some financial ratios or news to justify your
selection, with some table or plots, if any.
B. Week 1 Performance of Four Portfolios
Explain how those stocks performed during the first week. Was their performance
consistent with what you expected from the beginning of the week? If it was not or it was,
explain why. Try to find both macroeconomic factors or firm-specific factors (or news) to
cause the results.
C. Week 2 Performance
Explain why you changed the stocks giving specific information. Then, describe and
explain how your Week 2 portfolio performed during the first week. Was their
performance consistent with what you expected from the beginning of the week? If it was
not or it was, explain why. Try to find both macroeconomic factors or firm-specific
factors (or news) to cause the results.
D. Week 3 Performance
Explain why you changed the stocks giving specific information. Then, describe and
explain how your Week 3 portfolio performed during the first week. Was their
performance consistent with what you expected from the beginning of the week? If it was
not or it was, explain why. Try to find both macroeconomic factors or firm-specific
factors (or news) to cause the results.
E. Overall Evaluation on the Three Weeks Performance of Four Portfolios
GO TO Sheet 5 of your excel file, get 14 observations of portfolio returns for each of
your four portfolios. Also, get the S&P500 returns from the Blackboard. First, provide
the table of mean, variance, STDV, and CV of your four portfolio returns and S&P500
returns. Also, provide the plot of the five return series. Then, compare them in terms of
risk-return relation. Second, using the two measures of portfolio performance (Sharpe’s
ratio and Jensen’s alpha), compare and explain overall performance of your four
portfolios. For each portfolio, was your portfolio performance affected relatively more by
economic factors or by firm-specific factors? Is there any significant difference in
performance among the different portfolios? If any, which portfolio is the best and worst?
Explain it.
3. Conclusion
You make a summary of your report with important facts that you have observed. Is there
any important knowledge or lessons that you have learned from this project? Finally, make
your own argument as the conclusion of your project.
4. Appendix
Here, you attach all Excel Spread Sheets
NOTE:
Two measures of portfolio performance:
r − Rf
A. Sharpe’s ratio = P
STDV P
B. Jensen’s alpha = rP − rM ,
where rP is the average portfolio returns and rM is the average market returns (S&P500 returns).
Also, use R f = 0% .
1. Introduction (3-4 pages)
You have to mention the followings:
➢ Purpose of this project.
➢ How this project make you understand the stock investment.
➢ Explain the high P/E stocks, the low P/E stocks, the growth stocks, and the value stocks.
➢ What was your initial pick and why you chose them for each of the four portfolios.
➢ How your four portfolios have performed for three weeks IN GENERAL.
➢ Based upon the results of your four portfolios, which factors you think are more
important in the stock market investment, firm-specific factors, macroeconomic factors,
and/or speculative expectation, etc.
2. Company information and Weekly Performance (5 - 7 pgs: do not include spread sheets)
A. Week 1 Companies for Four Portfolios
Provide basic information of the companies and explain why you selected those four
companies for your four portfolios. Provide some financial ratios or news to justify your
selection, with some table or plots, if any.
B. Week 1 Performance of Four Portfolios
Explain how those stocks performed during the first week. Was their performance
consistent with what you expected from the beginning of the week? If it was not or it was,
explain why. Try to find both macroeconomic factors or firm-specific factors (or news) to
cause the results.
C. Week 2 Performance
Explain why you changed the stocks giving specific information. Then, describe and
explain how your Week 2 portfolio performed during the first week. Was their
performance consistent with what you expected from the beginning of the week? If it was
not or it was, explain why. Try to find both macroeconomic factors or firm-specific
factors (or news) to cause the results.
D. Week 3 Performance
Explain why you changed the stocks giving specific information. Then, describe and
explain how your Week 3 portfolio performed during the first week. Was their
performance consistent with what you expected from the beginning of the week? If it was
not or it was, explain why. Try to find both macroeconomic factors or firm-specific
factors (or news) to cause the results.
E. Overall Evaluation on the Three Weeks Performance of Four Portfolios
GO TO Sheet 5 of your excel file, get 14 observations of portfolio returns for each of
your four portfolios. Also, get the S&P500 returns from the Blackboard. First, provide
the table of mean, variance, STDV, and CV of your four portfolio returns and S&P500
returns. Also, provide the plot of the five return series. Then, compare them in terms of
risk-return relation. Second, using the two measures of portfolio performance (Sharpe’s
ratio and Jensen’s alpha), compare and explain overall performance of your four
portfolios. For each portfolio, was your portfolio performance affected relatively more by
economic factors or by firm-specific factors? Is there any significant difference in
performance among the different portfolios? If any, which portfolio is the best and worst?
Explain it.
3. Conclusion
You make a summary of your report with important facts that you have observed. Is there
any important knowledge or lessons that you have learned from this project? Finally, make
your own argument as the conclusion of your project.
4. Appendix
Here, you attach all Excel Spread Sheets
NOTE:
Two measures of portfolio performance:
r − Rf
A. Sharpe’s ratio = P
STDV P
B. Jensen’s alpha = rP − rM ,
where rP is the average portfolio returns and rM is the average market returns (S&P500 returns).
Also, use R f = 0% .
Name: Arbios Xhuti
FIRST WEEK:
Netflix
Stock
Daily
Total
Date
Price
Change
Change
3/30/2015 $422.57
3/31/2015 $416.69
($5.88)
($5.88)
4/1/2015
$413.12
($3.57)
($9.45)
4/2/2015
$414.08
$0.96
($8.49)
4/3/2015
$413.50
($0.58)
($9.07)
Weekly Gain/Loss: ($1,360.50)
Amazon
Stock
Daily
Price
Change
$374.59
$372.10
($2.49)
$370.26
($1.84)
$370.50
$0.24
$372.25
$1.75
Weekly Gain/Loss:
Facebook
Stock
Daily
Price
Change
$83.20
($2.49)
$82.22
($0.98)
($4.33)
$81.67
($0.55)
($4.09)
$82.25
$0.58
($2.34)
$81.56
($0.69)
($117.00)
Weekly Gain/Loss:
Total
Change
LinkedIn
Stock
Daily
Price
Change
$255.08
($0.98)
$250.17
($4.91)
($1.53)
$247.89
($2.28)
($0.95)
$249.71
$1.82
($1.64)
$248.82
($0.89)
($165.64)
Weekly Gain/Loss:
Total
Change
Weekly Transaction Summary
Netflix
Amazon
Facebook
LinkedIn
Transaction Fee for Purchase:
SHARES
PURCHSING
BUY
PRICE
TOTAL
150
$422.57
$63,385.50
50
$374.59
$18,729.50
101
$83.20
$8,403.20
37
$255.08
$9,437.96
Total Fee:
Total Purchase:
$99,956
TOTAL PURCHASE: Week 1
Excess Money
$99,973
$27
Weekly Capital Gain/Loss:
Weekly Rate of Return:
($1,875)
-1.8922%
$0.05
FEE
$7.50
$2.50
$5.05
$1.85
$16.90
HOLD
150
50
101
37
Transaction Fee forSales:
SHARES
SELLING
SELL
PRICE
TOTAL
0
0
0
0
Total Fee:
Total Sales
$0.10
FEE
$0.00
$0
Terminal Value of Portfolio: Week 1
$98,081
Week 1 Total Fees:
Money Available for Week 2 Investment:
$16.90
$27
Total
Change
($4.91)
($7.19)
($5.37)
($6.26)
($231.62)
SECOND WEEK:
Netflix
Stock
Daily
Total
Date
Price
Change
Change
4/6/2015
$422.53
$9.03
$9.03
4/7/2015
$423.46
$0.93
$0.93
4/8/2015
$441.47
$18.01
$18.94
4/9/2015
$439.50
($1.97)
$16.97
4/10/2015 $454.57
$15.07
$32.04
Weekly Gain/Loss: $6,160.50
Amazon
Stock
Daily
Total
Price
Change
Change
$377.28
$5.03
$5.03
$374.41
($2.87)
($2.87)
$381.10
$6.69
$3.82
$383.54
$2.44
$6.26
$382.65
($0.89)
$5.37
Weekly Gain/Loss:
$468.00
J. C. Penney Company
Stock
Daily
Total
Price
Change
Change
$9.29
$8.89
($0.40)
($0.40)
$9.07
$0.18
($0.22)
$9.20
$0.13
($0.09)
$9.22
$0.02
($0.07)
Weekly Gain/Loss:
($0.14)
LinkedIn
Stock
Daily
Total
Price
Change
Change
$249.27
$0.45
$0.45
$249.80
$0.53
$0.53
$252.09
$2.29
$2.82
$256.34
$4.25
$7.07
$265.35
$9.01
$16.08
Weekly Gain/Loss:
$611.61
Weekly Transaction Summary
Transaction Fee for Purchase:
$0.05
OLD
SHARES
PURCHSING
HOLD
BUY
PRICE
TOTAL
Netflix
150
0
Amazon
45
0
J. C. Penney Company
0
2
$9.29
$18.58
LinkedIn
37
0
Total Fee:
Money Available:
$27
Total Purchase:
$19
TOTAL PURCHASE: Week 2
Excess Money
$19
$8
Initial Value of Portfolio: Week 2
Weekly Capital Gain/Loss:
Weekly Rate of Return:
Two-Week Capital Gain/Loss:
Two-Week Rate of Return:
$89,599
$7,239.97
8.0742%
$5,365.21
5.3441%
Transaction Fee forSales:
$0.10
SHARES
SELLING
FEE
HOLD
SELL
PRICE
TOTAL
100
50
$454.57
$22,728.50
40
5
$382.65
$1,913.25
$0.10
2
0
37
0
$0.10
Total Fee:
Total Sales
$24,642
Terminal Value of Portfolio: Week 2
Week 2 Total Fee:
Two-Week Total Fee:
$95,241
$5.60
$22.50
Money Available for Week 3 Investment
$24,645
FEE
$5.00
$0.50
$5.50
THIRD WEEK:
Date
4/13/2015
4/14/2015
4/15/2015
4/16/2015
4/17/2015
Netflix
Stock
Daily
Price
Change
$477.75
$23.18
$478.71
$0.96
$475.46
($3.25)
$562.06
$86.60
$571.55
$9.49
Weekly Gain/Loss:
Total
Change
$23.18
$0.96
($2.29)
$84.31
$93.80
$0.00
Amazon
Stock
Daily
Price
Change
$381.89
($0.76)
$385.11
$3.22
$383.43
($1.68)
$386.04
$2.61
$375.06
($10.98)
Weekly Gain/Loss:
Total
Change
($0.76)
$3.22
$1.54
$4.15
($6.83)
$0.00
J. C. Penney Company
Stock
Daily
Total
Price
Change
Change
$9.38
$0.16
$0.16
$9.15
($0.23)
($0.23)
$8.93
($0.22)
($0.45)
$8.69
($0.24)
($0.69)
$8.71
$0.02
($0.67)
Weekly Gain/Loss:
$0.00
LinkedIn
Stock
Daily
Price
Change
$263.75
($1.60)
$257.49
($6.26)
$257.11
($0.38)
$256.98
($0.13)
$253.74
($3.24)
Weekly Gain/Loss:
Weekly Transaction Summary
Transaction Fee for Purchase:
$0.05
OLD
SHARES
PURCHSING
HOLD
BUY
PRICE
TOTAL
Netflix
0
0
Amazon
0
0
J. C. Penney Company
0
0
LinkedIn
0
0
Total Fee:
Money Available:
$24,645
Total Purchase:
TOTAL PURCHASE: Week 3
Excess Money
Initial Value of Portfolio: Week 3
Weekly Capital Gain/Loss:
Weekly Rate of Return:
Three-Week Capital Gain/Loss:
Three-Week Rate of Return:
$0
$0.00
#DIV/0!
$5,365.21
29.9872%
FEE
Transaction Fee forSales:
SHARES
SELLING
HOLD
SELL
PRICE
0
0
$571.55
0
0
$375.06
0
0
$8.71
0
0
$253.74
$0
$0
Total Sales
$0.10
TOTAL
$0.00
$0.00
$0.00
$0.00
Total Fee:
$0
$0
$24,645
Terminal Value of Portfolio: Week 2
Week3 Total Fee:
Three-Week Total Fees:
$24,645
$0.00
$22.50
FEE
$0.00
$0.00
$0.00
$0.00
$0
Total
Change
($1.60)
($6.26)
($6.64)
($6.77)
($10.01)
$0.00
Name: Arbios Xhuti
FIRST WEEK:
Goldman Sachs
Stock
Daily
Total
Date
Price
Change
Change
3/30/2015 $190.91
3/31/2015 $188.15
($2.76)
($2.76)
4/1/2015
$192.26
$4.11
$1.35
4/2/2015
$191.73
($0.53)
$0.82
4/3/2015
$191.55
($0.18)
$0.64
Weekly Gain/Loss: $288.00
Stock
Price
$5.17
$5.39
$5.50
$5.41
$5.27
American Realty Investors
Daily
Total
Change
Change
$0.22
$0.11
($0.09)
($0.14)
Weekly Gain/Loss:
Lihua
Stock
Daily
Price
Change
$0.01
$0.22
$0.01
$0.00
$0.33
$0.01
$0.00
$0.24
$0.01
$0.00
$0.10
$0.02
$0.01
$12.00
Weekly Gain/Loss:
Weekly Transaction Summary
Transaction Fee for Purchase:
SHARES
PURCHSING
BUY
PRICE
TOTAL
Goldman Sachs
450
$190.91
$85,909.50
American Realty Investors 120
$5.17
$620.40
Lihua
1600
$0.01
$16.00
Vodafone
401
$33.22
$13,321.22
Total Fee:
Total Purchase:
$99,867
TOTAL PURCHASE: Week 1
Excess Money
$99,996
$4
Weekly Capital Gain/Loss:
Weekly Rate of Return:
$184
0.0551%
$0.05
FEE
$22.50
$6.00
$80.00
$20.05
$128.55
HOLD
450
120
1600
401
Transaction Fee forSales:
SHARES
SELLING
SELL
PRICE
0
0
0
0
Total Sales
Terminal Value of Portfolio: Week 1
Week 1 Total Fees:
Money Available for Week 2 Investment:
SECOND WEEK:
Goldman Sachs
Goodyear Tire & Rubber Co.
Lihua
Date
4/6/2015
4/7/2015
4/8/2015
4/9/2015
4/10/2015
Stock
Daily
Total
Price
Change
Change
$192.02
$0.47
$0.47
$192.40
$0.38
$0.38
$192.49
$0.09
$0.47
$194.93
$2.44
$2.91
$195.64
$0.71
$3.62
Weekly Gain/Loss: $1,840.50
Stock
Price
$27.30
$27.00
$27.42
$27.72
$27.71
Daily
Change
($0.30)
$0.42
$0.30
($0.01)
Weekly Gain/Loss:
Total
Change
Stock
Daily
Price
Change
$0.01
($0.01)
($0.30)
$0.01
$0.00
$0.12
$0.01
$0.00
$0.42
$0.01
$0.00
$0.41
$0.01
$0.00
$0.00
Weekly Gain/Loss:
Weekly Transaction Summary
Transaction Fee for Purchase:
$0.05
OLD
SHARES
PURCHSING
HOLD
BUY
PRICE
TOTAL
Goldman Sachs
450
0
Goodyear Tire & Rubber Co. 0
0
Lihua
1600
0
Vodafone
401
0
Total Fee:
Money Available:
$4
Total Purchase:
$0
TOTAL PURCHASE: Week 2
Excess Money
$0
$4
Initial Value of Portfolio: Week 2
Weekly Capital Gain/Loss:
Weekly Rate of Return:
Two-Week Capital Gain/Loss:
Two-Week Rate of Return:
$99,670
$2,081.14
2.0828%
$2,264.81
2.1312%
Transaction Fee forSales:
SHARES
FEE
HOLD
SELL
400
50
0
0
1600
0
399
2
$0.00
Terminal Value of Portfolio: Week 2
Week 2 Total Fee:
Two-Week Total Fee:
Money Available for Week 3 Investment
THIRD WEEK:
Date
4/13/2015
4/14/2015
4/15/2015
4/16/2015
4/17/2015
Stock
Price
$196.05
$197.74
$201.65
$200.36
$197.17
Goldman Sachs
Daily
Total
Change
Change
$0.41
$0.41
$1.69
$1.69
$3.91
$5.60
($1.29)
$4.31
($3.19)
$1.12
Goodyear Tire & Rubber Co.
Stock
Daily
Total
Price
Change
Change
$27.66
($0.05)
($0.05)
$27.16
($0.50)
($0.50)
$27.26
$0.10
($0.40)
$27.06
($0.20)
($0.60)
$27.23
$0.17
($0.43)
Stock
Price
$0.01
$0.01
$0.01
$0.01
$0.01
Lihua
Daily
Change
$0.00
$0.00
$0.00
$0.00
$0.00
Weekly Gain/Loss:
$0.00
Weekly Gain/Loss:
$0.00
Weekly Gain/Loss:
Weekly Transaction Summary
Transaction Fee for Purchase:
$0.05
OLD
SHARES
PURCHSING
HOLD
BUY
PRICE
TOTAL
Goldman Sachs
0
0
Goodyear Tire & Rubber Co. 0
0
Lihua
0
0
Vodafone
0
0
Total Fee:
Money Available:
$9,848
Total Purchase:
TOTAL PURCHASE: Week 3
Excess Money
Initial Value of Portfolio: Week 3
Weekly Capital Gain/Loss:
Weekly Rate of Return:
Three-Week Capital Gain/Loss:
Three-Week Rate of Return:
$0
$0.00
#DIV/0!
$2,264.81
11.9793%
FEE
Transaction Fee forSales:
SHARES
HOLD
SELL
0
0
0
0
0
0
0
0
$0
$0
$0
$9,848
Terminal Value of Portfolio: Week 2
Week3 Total Fee:
Three-Week Total Fees:
Vodafone
Stock
Daily
Price
Change
$33.22
$0.00
$32.68
($0.54)
$0.00
$32.71
$0.03
$0.00
$32.72
$0.01
$0.01
$32.89
$0.17
$16.00
Weekly Gain/Loss:
Total
Change
on Fee forSales:
SELLING
TOTAL
Total Fee:
tfolio: Week 1
eek 2 Investment:
$0.10
FEE
$0.00
$0
$100,051
$128.55
$4
Vodafone
Total
Change
($0.54)
($0.51)
($0.50)
($0.33)
($132.33)
Total
Change
($0.01)
$0.00
$0.00
$0.00
$0.00
($16.00)
Stock
Daily
Total
Price
Change
Change
$33.03
$0.14
$0.14
$33.17
$0.14
$0.14
$33.20
$0.03
$0.17
$33.22
$0.02
$0.19
$33.53
$0.31
$0.50
Weekly Gain/Loss:
$256.64
on Fee forSales:
$0.10
SELLING
PRICE
TOTAL
$195.64
$9,782.00
$33.53
Total Sales
tfolio: Week 2
$67.06
Total Fee:
FEE
$5.00
$0.20
$5.20
$9,849
$101,500
$5.20
$133.75
eek 3 Investment
Total
Change
$0.00
$0.00
$0.00
$0.00
$0.00
$9,848
Stock
Price
$33.46
$33.94
$33.81
$33.96
$33.89
Vodafone
Daily
Change
($0.07)
$0.48
($0.13)
$0.15
($0.07)
Total
Change
($0.07)
$0.48
$0.35
$0.50
$0.43
$0.00
on Fee forSales:
tfolio: Week 2
SELLING
PRICE
$197.17
$27.23
$0.01
$33.89
Total Sales
Weekly Gain/Loss:
$0.10
TOTAL
$0.00
$0.00
$0.00
$0.00
Total Fee:
$0
$9,848
$0.00
$133.75
FEE
$0.00
$0.00
$0.00
$0.00
$0
$0.00
Name: Arbios Xhuti
FIRST WEEK:
Starbucks
Stock
Daily
Date
Price
Change
3/30/2015 $95.98
3/31/2015 $94.70
($1.28)
4/1/2015
$92.76
($1.94)
4/2/2015
$93.42
$0.66
4/3/2015
$94.39
$0.97
Weekly Gain/Loss:
Total
Change
($1.28)
($3.22)
($2.56)
($1.59)
($246.45)
Stock
Price
$97.87
$97.49
$96.34
$95.96
$95.83
McDonald’s
Daily
Change
($0.38)
($1.15)
($0.38)
($0.13)
Weekly Gain/Loss:
AT&T
Stock
Daily
Price
Change
$32.99
($0.38)
$32.66
($0.33)
($1.53)
$32.88
$0.22
($1.91)
$32.90
$0.02
($2.04)
$33.13
$0.23
($408.00)
Weekly Gain/Loss:
Total
Change
Weekly Transaction Summary
Transaction Fee for Purchase:
SHARES
PURCHSING
BUY
PRICE
TOTAL
155
$95.98
$14,876.90
200
$97.87
$19,574.00
212
$32.99
$6,993.88
106
$552.03
$58,515.18
Total Fee:
Starbucks
McDonald’s
AT&T
Google
Total Purchase:
$99,960
TOTAL PURCHASE: Week 1
Excess Money
$99,994
$6
Weekly Capital Gain/Loss:
Weekly Rate of Return:
$0.05
FEE
$7.75
$10.00
$10.60
$5.30
$33.65
HOLD
155
200
212
106
Transaction Fee forSales:
SHARES
SELLING
SELL
PRICE
0
0
0
0
Total Sales
Terminal Value of Portfolio: Week 1
($2,374)
-2.4076%
Week 1 Total Fees:
Money Available for Week 2 Investment:
SECOND WEEK:
General Finance Corporation
McDonald’s
AT&T
Date
4/6/2015
4/7/2015
4/8/2015
4/9/2015
4/10/2015
Stock
Daily
Total
Price
Change
Change
$8.25
$8.22
($0.03)
($0.03)
$8.16
($0.06)
($0.09)
$7.92
($0.24)
($0.33)
$7.73
($0.19)
($0.52)
Weekly Gain/Loss:
$0.00
Stock
Price
$96.36
$96.33
$96.82
$96.54
$97.80
Daily
Total
Change
Change
$0.53
$0.53
($0.03)
($0.03)
$0.49
$0.46
($0.28)
$0.18
$1.26
$1.44
Weekly Gain/Loss:
$394.00
Stock
Daily
Price
Change
$33.31
$0.18
$33.16
($0.15)
$32.65
($0.51)
$32.70
$0.05
$32.77
$0.07
Weekly Gain/Loss:
Weekly Transaction Summary
Transaction Fee for Purchase:
$0.05
OLD
SHARES
PURCHSING
HOLD
BUY
PRICE
TOTAL
General Finance Corporation
0
0
McDonald’s
200
0
AT&T
212
0
Google
106
0
Total Fee:
Money Available:
$6
Total Purchase:
$0
TOTAL PURCHASE: Week 2
Excess Money
$0
$6
Initial Value of Portfolio: Week 2
Weekly Capital Gain/Loss:
Weekly Rate of Return:
Two-Week Capital Gain/Loss:
Two-Week Rate of Return:
$83,170
$792.56
0.9484%
($1,581.21)
-1.6188%
Transaction Fee forSales:
SHARES
FEE
HOLD
SELL
0
0
180
20
200
12
100
6
$0.00
Terminal Value of Portfolio: Week 2
Week 2 Total Fee:
Two-Week Total Fee:
Money Available for Week 3 Investment
THIRD WEEK:
Date
4/13/2015
4/14/2015
4/15/2015
4/16/2015
4/17/2015
General Finance Corporation
Stock
Daily
Total
Price
Change
Change
$7.78
$0.05
$0.05
$7.64
($0.14)
($0.14)
$7.96
$0.32
$0.18
$7.84
($0.12)
$0.06
$7.85
$0.01
$0.07
Stock
Price
$97.54
$97.57
$96.41
$95.64
$94.89
McDonald’s
Daily
Change
($0.26)
$0.03
($1.16)
($0.77)
($0.75)
Total
Change
($0.26)
$0.03
($1.13)
($1.90)
($2.65)
Stock
Price
$33.01
$32.68
$32.87
$32.76
$32.50
AT&T
Daily
Change
$0.24
($0.33)
$0.19
($0.11)
($0.26)
Weekly Gain/Loss:
$0.00
Weekly Gain/Loss:
$0.00
Weekly Gain/Loss:
Weekly Transaction Summary
Transaction Fee for Purchase:
$0.05
OLD
SHARES
PURCHSING
HOLD
BUY
PRICE
TOTAL
General Finance Corporation
0
0
McDonald’s
0
0
AT&T
0
0
Google
0
0
Total Fee:
Money Available:
$5,592
Total Purchase:
TOTAL PURCHASE: Week 3
Excess Money
Initial Value of Portfolio: Week 3
Weekly Capital Gain/Loss:
Weekly Rate of Return:
Three-Week Capital Gain/Loss:
Three-Week Rate of Return:
$0
$0.00
#DIV/0!
($1,581.21)
3.9732%
FEE
Transaction Fee forSales:
SHARES
HOLD
SELL
0
0
0
0
0
0
0
0
$0
$0
$0
$5,592
Terminal Value of Portfolio: Week 2
Week3 Total Fee:
Three-Week Total Fees:
Google
Stock
Daily
Total
Price
Change
Change
$552.03
($0.33)
$548.00
($4.03)
($4.03)
($0.11)
$542.26
($5.74)
($9.77)
($0.09)
$540.85
($1.41)
($11.18)
$0.14
$535.53
($5.32)
($16.50)
$29.68
Weekly Gain/Loss: ($1,749.00)
Total
Change
on Fee forSales:
SELLING
TOTAL
Total Fee:
tfolio: Week 1
eek 2 Investment:
$0.10
FEE
$0.00
$0
$97,586
$33.65
$6
Google
Total
Change
$0.18
($0.15)
($0.66)
($0.61)
($0.54)
($76.32)
Stock
Daily
Total
Price
Change
Change
$536.19
$0.66
$0.66
$537.02
$0.83
$0.83
$541.32
$4.30
$5.13
$540.15
($1.17)
$3.96
$540.01
($0.14)
$3.82
Weekly Gain/Loss:
$474.88
on Fee forSales:
$0.10
SELLING
PRICE
$97.80
$32.77
$540.01
Total Sales
tfolio: Week 2
TOTAL
$1,956.00
$393.24
$3,240.06
Total Fee:
FEE
$2.00
$1.20
$0.60
$3.80
$5,589
$83,748
$3.80
$37.45
eek 3 Investment
Total
Change
$0.24
($0.33)
($0.14)
($0.25)
($0.51)
$5,592
Stock
Price
$541.35
$530.39
$532.53
$533.80
$524.05
Google
Daily
Change
$1.34
($10.96)
$2.14
$1.27
($9.75)
Total
Change
$1.34
($10.96)
($8.82)
($7.55)
($17.30)
$0.00
on Fee forSales:
tfolio: Week 2
SELLING
PRICE
$7.85
$94.89
$32.50
$524.05
Total Sales
Weekly Gain/Loss:
$0.10
TOTAL
$0.00
$0.00
$0.00
$0.00
Total Fee:
$0
$5,592
$0.00
$37.45
FEE
$0.00
$0.00
$0.00
$0.00
$0
$0.00
Name: Arbios Xhuti
FIRST WEEK:
AnnTaylor
Stock
Daily
Date
Price
Change
3/30/2015 $41.15
3/31/2015 $41.04
($0.11)
4/1/2015
$40.64
($0.40)
4/2/2015
$40.87
$0.23
4/3/2015
$40.89
$0.02
Weekly Gain/Loss:
Total
Change
($0.11)
($0.51)
($0.28)
($0.26)
($260.00)
Stock
Price
$3.60
$3.51
$3.64
$3.64
$3.68
Cincinnati Bell
Daily
Total
Change
Change
($0.09)
$0.13
$0.00
$0.04
Weekly Gain/Loss:
Macy's
Stock
Daily
Price
Change
$64.43
($0.09)
$64.88
$0.45
$0.04
$65.45
$0.57
$0.04
$65.52
$0.07
$0.08
$67.85
$2.33
$800.00
Weekly Gain/Loss:
Weekly Transaction Summary
AnnTaylor
Cincinnati Bell
Macy's
Walter Industries
Transaction Fee for Purchase:
SHARES
PURCHSING
BUY
PRICE
TOTAL
1000
$41.15
$41,150.00
10000
$3.60
$36,000.00
325
$64.43
$20,939.75
1700
$0.74
$1,258.00
Total Fee:
Total Purchase:
$99,348
TOTAL PURCHASE: Week 1
Excess Money
$99,999
$1
Weekly Capital Gain/Loss:
Weekly Rate of Return:
$1,567
0.9153%
$0.05
FEE
$50.00
$500.00
$16.25
$85.00
$651.25
HOLD
1000
10000
325
1700
Transaction Fee forSales:
SHARES
SELLING
SELL
PRICE
0
0
0
0
Total Sales
Terminal Value of Portfolio: Week 1
Week 1 Total Fees:
Money Available for Week 2 Investment:
SECOND WEEK:
AnnTaylor
T. Rowe Price Value
Macy's
Date
4/6/2015
4/7/2015
4/8/2015
4/9/2015
4/10/2015
Stock
Daily
Total
Price
Change
Change
$40.29
($0.60)
($0.60)
$40.16
($0.13)
($0.13)
$40.15
($0.01)
($0.14)
$39.63
($0.52)
($0.66)
$39.83
$0.20
($0.46)
Weekly Gain/Loss: ($1,060.00)
Stock
Price
$82.14
$79.05
$80.58
$81.70
$80.98
Daily
Change
($3.09)
$1.53
$1.12
($0.72)
Weekly Gain/Loss:
Total
Change
Stock
Daily
Price
Change
$68.16
$0.31
($3.09)
$68.07
($0.09)
($1.56)
$69.81
$1.74
($0.44)
$68.00
($1.81)
($1.16)
$69.16
$1.16
$0.00
Weekly Gain/Loss:
Weekly Transaction Summary
AnnTaylor
T. Rowe Price Value
Macy's
Walter Industries
Money Available:
Transaction Fee for Purchase:
$0.05
OLD
SHARES
PURCHSING
HOLD
BUY
PRICE
TOTAL
1000
0
0
0
325
0
1700
0
Total Fee:
$1
Total Purchase:
$0
TOTAL PURCHASE: Week 2
Excess Money
$0
$1
Initial Value of Portfolio: Week 2
Weekly Capital Gain/Loss:
Weekly Rate of Return:
Two-Week Capital Gain/Loss:
Two-Week Rate of Return:
$63,683
($753.25)
-1.1828%
$813.25
0.1620%
Transaction Fee forSales:
SHARES
FEE
HOLD
SELL
1000
0
0
0
325
0
1700
0
$0.00
Terminal Value of Portfolio: Week 2
Week 2 Total Fee:
Two-Week Total Fee:
Money Available for Week 3 Investment
THIRD WEEK:
Date
4/13/2015
4/14/2015
4/15/2015
4/16/2015
4/17/2015
Stock
Price
$40.13
$39.25
$39.30
$38.50
$38.11
AnnTaylor
Daily
Change
$0.30
($0.88)
$0.05
($0.80)
($0.39)
Total
Change
$0.30
($0.88)
($0.83)
($1.63)
($2.02)
Stock
Price
$81.72
$82.07
$82.97
$83.06
$82.10
T. Rowe Price Value
Daily
Total
Change
Change
$0.74
$0.74
$0.35
$0.35
$0.90
$1.25
$0.09
$1.34
($0.96)
$0.38
Stock
Price
$69.17
$68.02
$69.70
$67.66
$66.47
Macy's
Daily
Change
$0.01
($1.15)
$1.68
($2.04)
($1.19)
Weekly Gain/Loss:
$0.00
Weekly Gain/Loss:
$0.00
Weekly Gain/Loss:
Weekly Transaction Summary
AnnTaylor
T. Rowe Price Value
Macy's
Walter Industries
Money Available:
Transaction Fee for Purchase:
$0.05
OLD
SHARES
PURCHSING
HOLD
BUY
PRICE
TOTAL
0
0
0
0
0
0
0
0
Total Fee:
$1
Total Purchase:
$0
TOTAL PURCHASE: Week 3
Excess Money
$0
$1
FEE
Transaction Fee forSales:
SHARES
HOLD
SELL
0
0
0
0
0
0
0
0
$0
Initial Value of Portfolio: Week 3
Weekly Capital Gain/Loss:
Weekly Rate of Return:
$0
$0.00
#DIV/0!
Terminal Value of Portfolio: Week 2
Week3 Total Fee:
Three-Week Capital Gain/Loss:
Three-Week Rate of Return:
$813.25
0.1630%
Three-Week Total Fees:
Walter Industries
Stock
Daily
Total
Price
Change
Change
$0.74
$0.45
$0.64
($0.10)
($0.10)
$1.02
$0.64
$0.00
($0.10)
$1.09
$0.67
$0.03
($0.07)
$3.42
$0.69
$0.02
($0.05)
$1,111.50
Weekly Gain/Loss:
($85.00)
Total
Change
on Fee forSales:
SELLING
TOTAL
Total Fee:
tfolio: Week 1
eek 2 Investment:
$0.10
FEE
$0.00
$0
$100,914
$651.25
$1
Walter Industries
Total
Change
$0.31
($0.09)
$1.65
($0.16)
$1.00
$425.75
Stock
Daily
Total
Price
Change
Change
$0.73
$0.04
$0.04
$0.71
($0.02)
($0.02)
$0.70
($0.01)
($0.03)
$0.70
$0.00
($0.03)
$0.62
($0.08)
($0.11)
Weekly Gain/Loss:
($119.00)
on Fee forSales:
$0.10
SELLING
PRICE
TOTAL
FEE
Total Fee:
Total Sales
tfolio: Week 2
$0.00
$0
$63,361
$0.00
$651.25
eek 3 Investment
Total
Change
$0.01
($1.15)
$0.53
($1.51)
($2.70)
$1
Stock
Price
$0.69
$0.65
$0.64
$0.63
$0.63
Walter Industries
Daily
Total
Change
Change
$0.07
$0.07
($0.04)
($0.04)
($0.01)
($0.05)
($0.01)
($0.06)
$0.00
($0.06)
$0.00
on Fee forSales:
SELLING
PRICE
$38.11
$82.10
$66.47
$0.63
Total Sales
Weekly Gain/Loss:
$0.10
TOTAL
$0.00
$0.00
$0.00
$0.00
Total Fee:
$0
tfolio: Week 2
$1
$0.00
$651.25
FEE
$0.00
$0.00
$0.00
$0.00
$0
$0.00
Name: Arbio Xhuti
FIRST WEEK:
Stock
Date
Price
3/30/2015 $121.25
3/31/2015 $117.97
4/1/2015
$116.43
4/2/2015
$115.85
4/3/2015
$117.23
Vertex Pharmaceuticals Incorporated
Google
Daily
Total
Stock
Daily
Total
Change
Change Price
Change
Change
$552.03
($3.28)
($3.28)
$548.00
($4.03)
($4.03)
($1.54)
($4.82)
$542.26
($5.74)
($9.77)
($0.58)
($5.40)
$540.85
($1.41)
($11.18)
$1.38
($4.02)
$535.53
($5.32)
($16.50)
Weekly Gain/Loss: ($655.26)
Weekly Gain/Loss: ($1,815.00)
General Motors Compan
Stock
Price
$37.68
$37.50
$36.73
$36.61
$36.50
Weekly Gain/Loss:
Weekly Transaction Summary
Transaction Fee for Purchase:
SHARES
PURCHSING
BUY
PRICE
TOTAL
Vertex Pharmaceuticals Incorporated
163
$121.25
$19,763.75
Google
110
$552.03
$60,723.30
General Motors Company
300
$37.68
$11,304.00
Ford Motor Company
503
$16.19
$8,143.57
Total Fee:
Total Purchase:
$99,935
TOTAL PURCHASE: Week 1
Excess Money
$99,988
$12
Weekly Capital Gain/Loss:
Weekly Rate of Return:
SECOND WEEK:
($2,905)
-2.9589%
$0.05
FEE
$8.15
$5.50
$15.00
$25.15
$53.80
HOLD
163
110
300
503
Transaction Fee forSales:
SHARES
SELL
0
0
0
0
Total Sales
Terminal Value of Portfolio: Week 1
Week 1 Total Fees:
Money Available for Week 2 Investment:
Stock
Date
Price
4/6/2015
$118.25
4/7/2015
$120.47
4/8/2015
$123.86
4/9/2015
$125.64
4/10/2015 $128.47
Vertex Pharmaceuticals Incorporated
Google
Daily
Total
Stock
Daily
Total
Change
Change
Price
Change
Change
$1.02
$1.02
$536.19
$0.66
$0.66
$2.22
$2.22
$537.02
$0.83
$0.83
$3.39
$5.61
$541.32
$4.30
$5.13
$1.78
$7.39
$540.15
($1.17)
$3.96
$2.83
$10.22
$540.01
($0.14)
$3.82
Weekly Gain/Loss: $1,832.12
Weekly Gain/Loss:
$492.80
General Motors Compan
Stock
Price
$36.66
$35.72
$36.12
$36.26
$36.57
Weekly Gain/Loss:
Weekly Transaction Summary
Transaction Fee for Purchase:
$0.05
OLD
SHARES
PURCHSING
HOLD
BUY
PRICE
TOTAL
Vertex Pharmaceuticals Incorporated
163
0
Google
110
0
General Motors Company
300
0
Goldman Sachs
0
0
Total Fee:
Money Available:
$12
Initial Value of Portfolio: Week 2
Weekly Capital Gain/Loss:
Weekly Rate of Return:
Two-Week Capital Gain/Loss:
Two-Week Rate of Return:
Total Purchase:
$0
TOTAL PURCHASE: Week 2
Excess Money
$0
$12
$89,254
$2,345.92
2.6213%
($558.82)
-0.6190%
Transaction Fee forSales:
FEE
HOLD
160
100
250
0
$0.00
Terminal Value of Portfolio: Week 2
Week 2 Total Fee:
Two-Week Total Fee:
Money Available for Week 3 Investment
THIRD WEEK:
Stock
Vertex Pharmaceuticals Incorporated
Daily
Total
Stock
Google
Daily
Total
General Motors Compan
Stock
Date
4/13/2015
4/14/2015
4/15/2015
4/16/2015
4/17/2015
Price
$128.27
$128.73
$129.14
$128.94
$124.92
Change
($0.20)
$0.46
$0.41
($0.20)
($4.02)
Weekly Gain/Loss:
Change
($0.20)
$0.46
$0.87
$0.67
($3.35)
$0.00
Price
Change
$541.35
$1.34
$530.39
($10.96)
$532.53
$2.14
$533.80
$1.27
$524.05
($9.75)
Weekly Gain/Loss:
Change
$1.34
($10.96)
($8.82)
($7.55)
($17.30)
$0.00
Price
$36.46
$36.50
$37.07
$37.08
$36.62
Weekly Gain/Loss:
Weekly Transaction Summary
Transaction Fee for Purchase:
$0.05
OLD
SHARES
PURCHSING
HOLD
BUY
PRICE
TOTAL
Vertex Pharmaceuticals Incorporated
0
0
Google
0
0
General Motors Company
0
0
Goldman Sachs
0
0
Total Fee:
Money Available:
$7,619
Total Purchase:
TOTAL PURCHASE: Week 3
Excess Money
Initial Value of Portfolio: Week 3
Weekly Capital Gain/Loss:
Weekly Rate of Return:
$0
$0.00
#DIV/0!
Three-Week Capital Gain/Loss:
Three-Week Rate of Return:
($558.82)
7.0004%
Transaction Fee forSales:
FEE
HOLD
0
0
0
0
$0
$0
$0
$7,619
Terminal Value of Portfolio: Week 2
Week3 Total Fee:
Three-Week Total Fees:
General Motors Company
Daily
Total
Change
Change
($0.18)
($0.77)
($0.12)
($0.11)
Weekly Gain/Loss:
Ford Motor Company
Stock
Daily
Total
Price
Change
Change
$16.19
($0.18)
$16.15
($0.04)
($0.04)
($0.95)
$15.92
($0.23)
($0.27)
($1.07)
$15.93
$0.01
($0.26)
($1.18)
$16.03
$0.10
($0.16)
($354.00)
Weekly Gain/Loss:
($80.48)
Transaction Fee forSales:
SELLING
PRICE
TOTAL
Total Fee:
Total Sales
alue of Portfolio: Week 1
ailable for Week 2 Investment:
$0.10
FEE
$0.00
$0
$97,030
$53.80
$12
General Motors Company
Daily
Total
Change
Change
$0.16
$0.16
($0.94)
($0.94)
$0.40
($0.54)
$0.14
($0.40)
$0.31
($0.09)
Weekly Gain/Loss:
$21.00
Goldman Sachs
Stock
Daily
Total
Price
Change
Change
$192.02
$192.40
$0.38
$0.38
$192.49
$0.09
$0.47
$194.93
$2.44
$2.91
$195.64
$0.71
$3.62
Weekly Gain/Loss:
$0.00
Transaction Fee forSales:
$0.10
SHARES
SELLING
SELL
PRICE
TOTAL
3
$128.47
$385.41
10
$540.01
$5,400.10
50
$36.57
$1,828.50
0
Total Fee:
Total Sales
alue of Portfolio: Week 2
ailable for Week 3 Investment
General Motors Company
Daily
Total
FEE
$0.30
$1.00
$5.00
$6.30
$7,614
$91,313
$6.30
$60.10
$7,619
Stock
Goldman Sachs
Daily
Total
Change
($0.11)
$0.04
$0.57
$0.01
($0.46)
Weekly Gain/Loss:
Change
($0.11)
$0.04
$0.61
$0.62
$0.16
$0.00
Price
Change
$196.05
$0.41
$197.74
$1.69
$201.65
$3.91
$200.36
($1.29)
$197.17
($3.19)
Weekly Gain/Loss:
Transaction Fee forSales:
SHARES
SELLING
SELL
PRICE
0
$124.92
0
$524.05
0
$36.62
0
$197.17
alue of Portfolio: Week 2
k Total Fees:
Total Sales
$0.10
TOTAL
$0.00
$0.00
$0.00
$0.00
Total Fee:
$0
$7,619
$0.00
$60.10
FEE
$0.00
$0.00
$0.00
$0.00
$0
Change
$0.41
$1.69
$5.60
$4.31
$1.12
$0.00
63.41%
-1.401%
-0.860%
0.232%
-0.140%
18.74%
-0.667%
-0.496%
0.065%
0.471%
8.41%
-1.185%
-0.671%
0.708%
-0.842%
9.44%
-1.944%
-0.916%
0.732%
-0.357%
-0.889%
-0.546%
0.147%
-0.089%
-0.125%
-0.093%
0.012%
0.088%
-0.100%
-0.056%
0.059%
-0.071%
-0.184%
-0.086%
0.069%
-0.034%
70.74%
0.220%
4.165%
-0.447%
3.371%
18.95%
-0.764%
1.771%
0.638%
-0.232%
0.02%
-4.401%
2.005%
1.423%
0.217%
10.29%
0.212%
0.913%
1.672%
3.455%
0.156%
2.946%
-0.316%
2.385%
-0.145%
0.336%
0.121%
-0.044%
-0.001%
0.000%
0.000%
0.000%
0.022%
0.094%
0.172%
0.356%
#DIV/0!
0.201%
-0.681%
16.733%
1.674%
#DIV/0!
0.840%
-0.437%
0.678%
-2.885%
#DIV/0!
-2.483%
-2.434%
-2.724%
0.230%
#DIV/0!
-2.402%
-0.148%
-0.051%
-1.269%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
86.02%
-1.456%
2.161%
-0.276%
-0.094%
0.62%
0.02%
4.167%
0.000%
2.020%
0.000%
-1.650%
0.000%
-2.622% 69.315%
13.34%
-1.639%
0.092%
0.031%
0.518%
-1.253%
1.859%
-0.237%
-0.081%
0.026%
0.013%
-0.010%
-0.016%
0.000%
0.000%
0.000%
0.011%
-0.219%
0.012%
0.004%
0.069%
0.171%
0.041%
1.092%
0.315%
0.000%
0.000%
0.000%
0.000%
0.000%
0.000%
0.000%
0.000%
0.056%
0.012%
0.008%
0.123%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
86.70%
0.198%
0.047%
1.260%
0.364%
0.00%
-1.105%
1.544%
1.088%
-0.036%
0.02%
0.000%
0.000%
0.000%
0.000%
13.29%
0.423%
0.090%
0.060%
0.929%
#DIV/0!
0.858%
1.958%
-0.642%
-1.605%
#DIV/0!
-1.824%
0.368%
-0.736%
0.626%
#DIV/0!
0.000%
0.000%
0.000%
0.000%
#DIV/0!
1.424%
-0.384%
0.443%
-0.206%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
14.88%
-1.343%
19.58%
-0.389%
7.00%
-1.005%
58.54%
-0.733%
-0.200%
-0.076%
-0.070%
-0.429%
-2.070%
0.709%
1.033%
-1.187%
-0.395%
-0.136%
0.671%
0.061%
0.697%
-1.053%
-0.260%
-0.989%
-0.308%
0.106%
0.154%
-0.232%
-0.077%
-0.027%
0.047%
0.004%
0.049%
-0.616%
-0.152%
-0.579%
0.00%
-0.364%
-0.733%
-2.985%
-2.428%
23.17%
-0.031%
0.507%
-0.290%
1.297%
8.49%
-0.451%
-1.550%
0.153%
0.214%
68.34%
0.155%
0.798%
-0.216%
-0.026%
0.000%
0.000%
0.000%
0.000%
-0.007%
0.118%
-0.067%
0.300%
-0.038%
-0.132%
0.013%
0.018%
0.106%
0.545%
-0.148%
-0.018%
#DIV/0!
-1.816%
4.103%
-1.519%
0.127%
#DIV/0!
0.031%
-1.196%
-0.802%
-0.787%
#DIV/0!
-1.005%
0.580%
-0.335%
-0.797%
#DIV/0!
-2.045%
0.403%
0.238%
-1.843%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
41.42%
-0.268%
-0.979%
0.564%
0.049%
36.24%
-2.532%
3.637%
0.000%
1.093%
21.08%
1.27%
0.696% -14.518%
0.875%
0.000%
0.107%
4.581%
3.494%
2.941%
-0.111%
-0.406%
0.234%
0.020%
-0.917%
1.318%
0.000%
0.396%
63.27%
-0.323%
-0.025%
-1.304%
0.503%
0.00%
-3.834%
1.917%
1.380%
-0.885%
34.78%
1.95%
-0.132% -2.778%
2.524% -1.418%
-2.627%
0.000%
1.691% -12.136%
-0.204%
-0.016%
-0.825%
0.318%
0.000%
0.000%
0.000%
0.000%
#DIV/0!
-2.217%
0.127%
-2.057%
-1.018%
#DIV/0!
0.427%
1.091%
0.108%
-1.163%
#DIV/0!
-1.677%
2.440%
-2.971%
-1.774%
#DIV/0!
-5.972%
-1.550%
-1.575%
0.000%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
19.78%
-2.742%
-1.314%
-0.499%
1.184%
60.76%
-0.733%
-1.053%
-0.260%
-0.989%
11.31%
-0.479%
-2.075%
-0.327%
-0.301%
8.15%
-0.247%
-1.434%
0.063%
0.626%
-0.5424%
-0.2599%
-0.0988%
0.2342%
0.147% -0.1838%
0.184%
0.000%
0.023%
0.058%
0.737%
0.037%
-0.046%
0.878%
-0.914%
0.588%
-0.054%
-0.028%
0.000%
-0.236%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
-0.4452%
-0.6398%
-0.1582%
-0.6006%
-0.0542%
-0.2347%
-0.0370%
-0.0340%
-0.0202%
-0.1169%
0.0051%
0.0510%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
21.60%
1.860%
2.775%
1.427%
2.227%
66.08%
0.155%
0.798%
-0.216%
-0.026%
12.32%
-2.598%
1.114%
0.387%
0.851%
0.00%
0.198%
0.047%
1.260%
0.364%
0.4017%
0.5993%
0.3081%
0.4810%
0.1022%
0.5270%
-0.1430%
-0.0171%
-0.3201%
0.1372%
0.0477%
0.1049%
0.0000%
0.0000%
0.0000%
0.0000%
#DIV/0!
0.358%
0.318%
-0.155%
-3.167%
#DIV/0!
-2.045%
0.403%
0.238%
-1.843%
#DIV/0!
0.110%
1.550%
0.027%
-1.248%
#DIV/0!
0.858%
1.958%
-0.642%
-1.605%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Date
3/31/2015
4/1/2015
4/2/2015
4/3/2015
4/6/2015
4/7/2015
4/8/2015
4/9/2015
4/10/2015
4/13/2015
4/14/2015
4/15/2015
4/16/2015
4/17/2015
Portfolio Returns for 3-weeks
High P/E Low P/E Growth Value
YourOwn
-1.297% -1.445% -0.775% -1.065% -1.062%
-0.781%
1.884% -1.110%
1.097% -1.251%
0.288% -0.244% -0.120%
0.314% -0.289%
-0.105% -0.017% -0.403%
1.190% -0.350%
-9.046% -0.381% -15.985% -46.035% -8.354%
0.032%
0.228%
0.060% -0.305%
0.184%
3.376%
0.053%
0.531%
0.835%
1.264%
-0.023%
1.100% -0.202% -1.739%
0.213%
2.696%
0.439%
0.301%
0.670%
0.569%
#NUM!
#NUM!
#NUM!
#NUM!
#NUM!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!