Vista Peak Preparatory

Vista Peak Preparatory

Wednesday, August 22, 2012

Portfolio Summary #1


Make sure you provide a summary of current/related events for 3 of your stocks

Portfolio Summary Directions:
-You will include a current snapshot of all the stocks and mutual funds you have to date
-Go to your stock market portfolio on the necessary website
-Your portfolio summary must include the following for EACH stock:
                -Ticker Symbol/Company Name
                -Shares owned (Quantity)
                -Purchase Price
                -Current Price
                -Gain (or Loss)
                -Total unrealized gains or losses for your portfolio. Far Bottom in “Gain” Column 
                -A current news article summary or event regarding the business or company **** For 3 of your companies
                     -Hint: Use Google finance or Yahoo finance to find out what is happening with the company
                -Your Monthly Group Ranking

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