Finance Report
yasuo177
PortfolioProject.xlsxGrowth Portfolio
| Growth Stocks Portfolio | |||||||||||||||||||||
| FIRST WEEK: | |||||||||||||||||||||
| DIS | TXN | BABA | AL | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 10/30/17 | $98.12 | $96.68 | $178.50 | $42.97 | |||||||||||||||||
| 10/31/17 | $97.81 | ($0.31) | ($0.31) | $96.69 | $0.01 | $0.01 | $184.96 | $6.46 | $6.46 | $43.45 | $0.48 | $0.48 | |||||||||
| 11/1/17 | $99.03 | $1.22 | $0.91 | $96.35 | ($0.34) | ($0.33) | $186.08 | $1.12 | $7.58 | $43.79 | $0.34 | $0.82 | |||||||||
| 11/2/17 | $98.35 | ($0.68) | $0.23 | $96.79 | $0.44 | $0.11 | $184.81 | ($1.27) | $6.31 | $44.44 | $0.65 | $1.47 | |||||||||
| 11/3/17 | $98.64 | $0.29 | $0.52 | $97.98 | $1.19 | $1.30 | $183.21 | ($1.60) | $4.71 | $44.00 | ($0.44) | $1.03 | |||||||||
| Weekly Gain/Loss: | $52.00 | Weekly Gain/Loss: | $156.00 | Weekly Gain/Loss: | $376.80 | Weekly Gain/Loss: | $101.97 | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| SHARES | PURCHSING | SHARES | SELLING | ||||||||||||||||||
| BUY | PRICE DR KISEOK NAM: Monday price | TOTAL DR KISEOK NAM: Price*Shares | FEE DR KISEOK NAM: Shares*$0.05 | HOLD | SELL DR KISEOK NAM: Buying Shares-Holding Shares | PRICE DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, put Friday price. | TOTAL DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Friday price*Shares. | FEE DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Shares*$0.10. |
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| DIS | 100 | $98.12 | $9,812.00 | $5.00 | 0 | 100 | $98.64 | $9,864.00 | $10.00 | ||||||||||||
| TXN | 120 | $96.68 | $11,601.60 | $6.00 | 50 | 70 | $97.98 | $6,858.60 | $7.00 | ||||||||||||
| BABA | 80 | $178.50 | $14,280.00 | $4.00 | 80 | 0 | |||||||||||||||
| AL | 99 | $42.97 | $4,254.03 | $4.95 | 99 | 0 | |||||||||||||||
| Total Fee: | $19.95 DR KISEOK NAM: Sum of fees | Total Fee: | $17.00 DR KISEOK NAM: Sum of Fees |
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| Total Purchase: | $39,948 DR KISEOK NAM: Sum of purchases | Total Sales | $16,723 DR KISEOK NAM: Sum of Sales |
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| TOTAL PURCHASE: Week 1 | $39,968 DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds $40,000, then put "Oh-No!", otherwise, put the sum. | Terminal Value of Portfolio: Week 1 | $40,634 DR KISEOK NAM: SUM of Shares*Friday Price |
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| Excess Money DR KISEOK NAM: Make it less than $100 |
DR KISEOK NAM: Sum of Fees | $32 | |||||||||||||||||||
| Weekly Capital Gain/Loss: | $687 DR KISEOK NAM: Sum of Capital Gain/Loss |
DR KISEOK NAM: Sum of Sales |
DR KISEOK NAM: SUM of Shares*Friday Price | Week 1 Total Fees: | $36.95 | ||||||||||||||||
| Weekly Rate of Return: | 1.6259% | Money Available for Week 2 Investment: | $16,738 DR KISEOK NAM: Total Sales-Total Fees+Excess Money |
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| SECOND WEEK: | |||||||||||||||||||||
| QCOM | TXN | BABA | AL | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 11/6/17 | $64.54 | $97.82 | ($0.16) | ($0.16) | $184.07 | $0.86 | $0.86 | $43.88 | ($0.12) | ($0.12) | |||||||||||
| 11/7/17 | $64.10 | ($0.44) | ($0.44) | $98.40 | $0.58 | $0.58 | $188.51 | $4.44 | $4.44 | $43.13 | ($0.75) | ($0.75) | |||||||||
| 11/8/17 | $65.49 | $1.39 | $0.95 | $98.44 | $0.04 | $0.62 | $185.90 | ($2.61) | $1.83 | $42.67 | ($0.46) | ($1.21) | |||||||||
| 11/9/17 | $64.60 | ($0.89) | $0.06 | $97.05 | ($1.39) | ($0.77) | $185.13 | ($0.77) | $1.06 | $42.38 | ($0.29) | ($1.50) | |||||||||
| 11/10/17 | $65.57 | $0.97 | $1.03 | $96.94 | ($0.11) | ($0.88) | $186.41 | $1.28 | $2.34 | $43.23 | $0.85 | ($0.65) | |||||||||
| Weekly Gain/Loss: | $154.50 | Weekly Gain/Loss: | ($52.00) | Weekly Gain/Loss: | $377.60 | Weekly Gain/Loss: | ($76.23) | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| OLD | SHARES | PURCHSING | SHARES | SELLING | |||||||||||||||||
| HOLD | BUY | PRICE | TOTAL | FEE | HOLD | SELL | PRICE | TOTAL | FEE | ||||||||||||
| QCOM | 0 | 150 | $64.54 | $9,681.00 | $7.50 | 150 | 0 | ||||||||||||||
| TXN | 50 | 0 | 50 | $96.94 | $4,847.00 | $5.00 | |||||||||||||||
| BABA | 80 | 38 | $184.07 | $6,994.66 | $1.90 | 118 | 0 | ||||||||||||||
| AL | 99 | 0 | 99 | $43.23 | $4,279.77 | $9.90 | |||||||||||||||
| Total Fee: | $9.40 | Total Fee: | $14.90 | ||||||||||||||||||
| Money Available: | $16,738 | Total Purchase: | $16,676 | Total Sales | $9,127 | ||||||||||||||||
| TOTAL PURCHASE: Week 2 | $16,685 DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds Money available, then put "Oh-No!", otherwise, put the sum. |
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| Excess Money | $53 | ||||||||||||||||||||
| Initial Value of Portfolio: Week 2 | $40,636 DR KISEOK NAM: Sum of: (Old Shares + Shares buy)*Monday Price | Terminal Value of Portfolio: Week 2 | $40,959 | ||||||||||||||||||
| Weekly Capital Gain/Loss: | $403.87 | Week 2 Total Fee: | $24.30 | ||||||||||||||||||
| Weekly Rate of Return: | 0.9341% DR KISEOK NAM: (Gain or Loss-All Fees)/E78 | Two-Week Total Fee: | $61.25 | ||||||||||||||||||
| Two-Week Capital Gain/Loss: | $1,090.64 | ||||||||||||||||||||
| Two-Week Rate of Return: | 2.5756% DR KISEOK NAM: (Two weeks total gain or loss-two weeks fees)/E32 | Money Available for Week 3 Investment | $9,165 | ||||||||||||||||||
| THIRD WEEK: | |||||||||||||||||||||
| QCOM | ??? | BABA | ??? | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 11/13/17 | ($65.57) | ($65.57) | ($186.41) | ($186.41) | |||||||||||||||||
| 11/14/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/15/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/16/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/17/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| Weekly Gain/Loss: | ($9,835.50) | Weekly Gain/Loss: | $0.00 | Weekly Gain/Loss: | ($21,996.38) | Weekly Gain/Loss: | $0.00 | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| OLD | SHARES | PURCHSING | SHARES | SELLING | |||||||||||||||||
| HOLD | BUY | PRICE | TOTAL | FEE | HOLD | SELL | PRICE | TOTAL | FEE | ||||||||||||
| QCOM | 150 | 0 | 150 | $0.00 | $0.00 | $15.00 | |||||||||||||||
| ??? | 0 | 0 | 0 | $0.00 | $0.00 | $0.00 | |||||||||||||||
| BABA | 118 | 0 | 118 | $0.00 | $0.00 | $11.80 | |||||||||||||||
| ??? | 0 | 0 | 0 | $0.00 | $0.00 | $0.00 | |||||||||||||||
| Total Fee: | $0 | Total Fee: | $27 | ||||||||||||||||||
| Money Available: | $9,165 | Total Purchase: | $0 | Total Sales | $0 | ||||||||||||||||
| TOTAL PURCHASE: Week 3 | $0 | ||||||||||||||||||||
| Excess Money | $9,165 | ||||||||||||||||||||
| Initial Value of Portfolio: Week 3 | $0 | Terminal Value of Portfolio: Week 2 | $9,165 | ||||||||||||||||||
| Weekly Capital Gain/Loss: | ($31,831.88) | Week3 Total Fee: | $26.80 | ||||||||||||||||||
| Weekly Rate of Return: | ERROR:#DIV/0! | ||||||||||||||||||||
| Three-Week Capital Gain/Loss: | ($30,741.24) | Three-Week Total Fees: | $88.05 | ||||||||||||||||||
| Three-Week Rate of Return: | -21.6645% DR KISEOK NAM: Don't forget the Excess Money |
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|
DR KISEOK NAM: Total Sales-Total Fees+Excess Money |
DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds Money available, then put "Oh-No!", otherwise, put the sum. |
DR KISEOK NAM: Sum of: (Old Shares + Shares buy)*Monday Price |
DR KISEOK NAM: (Gain or Loss-All Fees)/E78 |
DR KISEOK NAM: Monday price |
DR KISEOK NAM: Price*Shares |
DR KISEOK NAM: (Two weeks total gain or loss-two weeks fees)/E32 |
DR KISEOK NAM: Shares*$0.05 |
DR KISEOK NAM: Buying Shares-Holding Shares |
DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, put Friday price. |
DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Friday price*Shares. |
Value Portfolio
| Value Stocks Portfolio | |||||||||||||||||||||
| FIRST WEEK: | |||||||||||||||||||||
| VIV | CTRP | AAL | TMUS | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 10/30/17 | $15.63 | $47.65 | $47.65 | $62.67 | |||||||||||||||||
| 10/31/17 | $15.39 | ($0.24) | ($0.24) | $47.89 | $0.24 | $0.24 | $46.82 | ($0.83) | ($0.83) | $59.77 | ($2.90) | ($2.90) | |||||||||
| 11/1/17 | $15.40 | $0.01 | ($0.23) | $47.55 | ($0.34) | ($0.10) | $47.84 | $1.02 | $0.19 | $59.75 | ($0.02) | ($2.92) | |||||||||
| 11/2/17 | $15.35 | ($0.05) | ($0.29) | $46.46 | ($1.09) | ($1.19) | $47.36 | ($0.48) | ($0.29) | $58.30 | ($1.45) | ($4.37) | |||||||||
| 11/3/17 | $14.86 | ($0.49) | ($0.77) | $46.40 | ($0.06) | ($1.25) | $47.45 | $0.09 | ($0.20) | $58.91 | $0.61 | ($3.76) | |||||||||
| Weekly Gain/Loss: | ($188.65) | Weekly Gain/Loss: | ($312.50) | Weekly Gain/Loss: | ($44.00) | Weekly Gain/Loss: | ($823.44) | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| SHARES | PURCHSING | SHARES | SELLING | ||||||||||||||||||
| BUY | PRICE DR KISEOK NAM: Monday price | TOTAL DR KISEOK NAM: Price*Shares | FEE DR KISEOK NAM: Shares*$0.05 | HOLD | SELL DR KISEOK NAM: Buying Shares-Holding Shares | PRICE DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, put Friday price. | TOTAL DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Friday price*Shares. | FEE DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Shares*$0.10. |
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| VIV | 245 | $15.63 | $3,829.35 | $12.25 | 200 | 45 | $14.86 | $668.70 | $4.50 | ||||||||||||
| CTRP | 250 | $47.65 | $11,912.50 | $12.50 | 0 | 250 | $46.40 | $11,600.00 | $25.00 | ||||||||||||
| AAL | 220 | $47.65 | $10,483.00 | $11.00 | 0 | 220 | $47.45 | $10,439.00 | $22.00 | ||||||||||||
| TMUS | 219 | $62.67 | $13,724.73 | $10.95 | 0 | 219 | $58.91 | $12,901.29 | $21.90 | ||||||||||||
| Total Fee: | $46.70 DR KISEOK NAM: Sum of fees | Total Fee: | $73.40 DR KISEOK NAM: Sum of Fees |
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| Total Purchase: | $39,950 DR KISEOK NAM: Sum of purchases | Total Sales | $35,609 DR KISEOK NAM: Sum of Sales |
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| TOTAL PURCHASE: Week 1 | $39,996 DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds $40,000, then put "Oh-No!", otherwise, put the sum. | Terminal Value of Portfolio: Week 1 | $38,581 DR KISEOK NAM: SUM of Shares*Friday Price |
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| Excess Money DR KISEOK NAM: Make it less than $100 |
DR KISEOK NAM: Sum of Fees | $4 | |||||||||||||||||||
| Weekly Capital Gain/Loss: | ($1,369) DR KISEOK NAM: Sum of Capital Gain/Loss |
DR KISEOK NAM: Sum of Sales |
DR KISEOK NAM: SUM of Shares*Friday Price | Week 1 Total Fees: | $120.10 | ||||||||||||||||
| Weekly Rate of Return: | -3.7221% | Money Available for Week 2 Investment: | $35,539 DR KISEOK NAM: Total Sales-Total Fees+Excess Money |
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| SECOND WEEK: | |||||||||||||||||||||
| VIV | ACT | MU | PFE | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 11/6/17 | $15.02 | $0.16 | $0.16 | $15.55 | $43.85 | $35.59 | |||||||||||||||
| 11/7/17 | $14.59 | ($0.43) | ($0.43) | $15.45 | ($0.10) | ($0.10) | $43.95 | $0.10 | $0.10 | $35.36 | ($0.23) | ($0.23) | |||||||||
| 11/8/17 | $15.25 | $0.66 | $0.23 | $15.50 | $0.05 | ($0.05) | $44.09 | $0.14 | $0.24 | $35.34 | ($0.02) | ($0.25) | |||||||||
| 11/9/17 | $15.14 | ($0.11) | $0.12 | $15.60 | $0.10 | $0.05 | $43.50 | ($0.59) | ($0.35) | $35.20 | ($0.14) | ($0.39) | |||||||||
| 11/10/17 | $14.93 | ($0.21) | ($0.09) | $15.55 | ($0.05) | $0.00 | $44.78 | $1.28 | $0.93 | $35.18 | ($0.02) | ($0.41) | |||||||||
| Weekly Gain/Loss: | $21.00 | Weekly Gain/Loss: | $0.00 | Weekly Gain/Loss: | $395.25 | Weekly Gain/Loss: | ($123.00) | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| OLD | SHARES | PURCHSING | SHARES | SELLING | |||||||||||||||||
| HOLD | BUY | PRICE | TOTAL | FEE | HOLD | SELL | PRICE | TOTAL | FEE | ||||||||||||
| VIV | 200 | 100 | $15.02 | $1,502.00 | $5.00 | 300 | 0 | ||||||||||||||
| ACT | 0 | 300 | $15.55 | $4,665.00 | $15.00 | 0 | 300 | $15.55 | $4,665.00 | $30.00 | |||||||||||
| MU | 0 | 425 | $43.85 | $18,636.25 | $21.25 | 425 | 0 | ||||||||||||||
| PFE | 0 | 300 | $35.59 | $10,677.00 | $15.00 | 0 | 300 | $35.18 | $10,554.00 | $30.00 | |||||||||||
| Total Fee: | $56.25 | Total Fee: | $60.00 | ||||||||||||||||||
| Money Available: | $35,539 | Total Purchase: | $35,480 | Total Sales | $15,219 | ||||||||||||||||
| TOTAL PURCHASE: Week 2 | $35,537 DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds Money available, then put "Oh-No!", otherwise, put the sum. |
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| Excess Money | $3 | ||||||||||||||||||||
| Initial Value of Portfolio: Week 2 | $38,484 DR KISEOK NAM: Sum of: (Old Shares + Shares buy)*Monday Price | Terminal Value of Portfolio: Week 2 | $38,730 | ||||||||||||||||||
| Weekly Capital Gain/Loss: | $293.25 | Week 2 Total Fee: | $116.25 | ||||||||||||||||||
| Weekly Rate of Return: | 0.4599% DR KISEOK NAM: (Gain or Loss-All Fees)/E78 | Two-Week Total Fee: | $236.35 | ||||||||||||||||||
| Two-Week Capital Gain/Loss: | ($1,075.34) | ||||||||||||||||||||
| Two-Week Rate of Return: | -3.2795% DR KISEOK NAM: (Two weeks total gain or loss-two weeks fees)/E32 | Money Available for Week 3 Investment | $15,162 | ||||||||||||||||||
| THIRD WEEK: | |||||||||||||||||||||
| VIV | ??? | MU | ??? | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 11/13/17 | ($14.93) | ($14.93) | ($44.78) | ($44.78) | |||||||||||||||||
| 11/14/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/15/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/16/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/17/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| Weekly Gain/Loss: | ($4,479.00) | Weekly Gain/Loss: | $0.00 | Weekly Gain/Loss: | ($19,031.50) | Weekly Gain/Loss: | $0.00 | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| OLD | SHARES | PURCHSING | SHARES | SELLING | |||||||||||||||||
| HOLD | BUY | PRICE | TOTAL | FEE | HOLD | SELL | PRICE | TOTAL | FEE | ||||||||||||
| VIV | 300 | 0 | 300 | $0.00 | $0.00 | $30.00 | |||||||||||||||
| ??? | 0 | 0 | 0 | $0.00 | $0.00 | $0.00 | |||||||||||||||
| MU | 425 | 0 | 425 | $0.00 | $0.00 | $42.50 | |||||||||||||||
| ??? | 0 | 0 | 0 | $0.00 | $0.00 | $0.00 | |||||||||||||||
| Total Fee: | $0 | Total Fee: | $73 | ||||||||||||||||||
| Money Available: | $15,162 | Total Purchase: | $0 | Total Sales | $0 | ||||||||||||||||
| TOTAL PURCHASE: Week 3 | $0 | ||||||||||||||||||||
| Excess Money | $15,162 | ||||||||||||||||||||
| Initial Value of Portfolio: Week 3 | $0 | Terminal Value of Portfolio: Week 2 | $15,162 | ||||||||||||||||||
| Weekly Capital Gain/Loss: | ($23,510.50) | Week3 Total Fee: | $72.50 | ||||||||||||||||||
| Weekly Rate of Return: | ERROR:#DIV/0! | ||||||||||||||||||||
| Three-Week Capital Gain/Loss: | ($24,585.84) | Three-Week Total Fees: | $308.85 | ||||||||||||||||||
| Three-Week Rate of Return: | -9.7329% DR KISEOK NAM: Don't forget the Excess Money |
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|
DR KISEOK NAM: Total Sales-Total Fees+Excess Money |
DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds Money available, then put "Oh-No!", otherwise, put the sum. |
DR KISEOK NAM: Sum of: (Old Shares + Shares buy)*Monday Price |
DR KISEOK NAM: (Gain or Loss-All Fees)/E78 |
DR KISEOK NAM: Monday price |
DR KISEOK NAM: Price*Shares |
DR KISEOK NAM: (Two weeks total gain or loss-two weeks fees)/E32 |
DR KISEOK NAM: Shares*$0.05 |
DR KISEOK NAM: Buying Shares-Holding Shares |
DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, put Friday price. |
DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Friday price*Shares. |
Glamour Portfolio
| Glamour Stocks Portfolio | |||||||||||||||||||||
| FIRST WEEK: | |||||||||||||||||||||
| AMZN | BR | NVDA | PANW | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 10/30/17 | $1,095.01 | $85.96 | $201.86 | $146.25 | |||||||||||||||||
| 10/31/17 | $1,105.28 | $10.27 | $10.27 | $85.92 | ($0.04) | ($0.04) | $206.81 | $4.95 | $4.95 | $147.20 | $0.95 | $0.95 | |||||||||
| 11/1/17 | $1,103.68 | ($1.60) | $8.67 | $86.42 | $0.50 | $0.46 | $207.20 | $0.39 | $5.34 | $143.99 | ($3.21) | ($2.26) | |||||||||
| 11/2/17 | $1,094.22 | ($9.46) | ($0.79) | $86.26 | ($0.16) | $0.30 | $205.94 | ($1.26) | $4.08 | $143.23 | ($0.76) | ($3.02) | |||||||||
| 11/3/17 | $1,111.60 | $17.38 | $16.59 | $86.84 | $0.58 | $0.88 | $208.69 | $2.75 | $6.83 | $146.36 | $3.13 | $0.11 | |||||||||
| Weekly Gain/Loss: | $331.80 | Weekly Gain/Loss: | $44.00 | Weekly Gain/Loss: | $273.20 | Weekly Gain/Loss: | $4.29 | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| SHARES | PURCHSING | SHARES | SELLING | ||||||||||||||||||
| BUY | PRICE DR KISEOK NAM: Monday price | TOTAL DR KISEOK NAM: Price*Shares | FEE DR KISEOK NAM: Shares*$0.05 | HOLD | SELL DR KISEOK NAM: Buying Shares-Holding Shares | PRICE DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, put Friday price. | TOTAL DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Friday price*Shares. | FEE DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Shares*$0.10. |
|||||||||||||
| AMZN | 20 | $1,095.01 | $21,900.20 | $1.00 | 20 | 0 | |||||||||||||||
| BR | 50 | $85.96 | $4,298.00 | $2.50 | 50 | 0 | |||||||||||||||
| NVDA | 40 | $201.86 | $8,074.40 | $2.00 | 40 | 0 | |||||||||||||||
| PANW | 39 | $146.25 | $5,703.75 | $1.95 | 0 | 39 | $146.36 | $5,708.04 | $3.90 | ||||||||||||
| Total Fee: | $7.45 DR KISEOK NAM: Sum of fees | Total Fee: | $3.90 DR KISEOK NAM: Sum of Fees |
||||||||||||||||||
| Total Purchase: | $39,976 DR KISEOK NAM: Sum of purchases | Total Sales | $5,708 DR KISEOK NAM: Sum of Sales |
||||||||||||||||||
| TOTAL PURCHASE: Week 1 | $39,984 DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds $40,000, then put "Oh-No!", otherwise, put the sum. | Terminal Value of Portfolio: Week 1 | $40,630 DR KISEOK NAM: SUM of Shares*Friday Price |
||||||||||||||||||
| Excess Money DR KISEOK NAM: Make it less than $100 |
DR KISEOK NAM: Sum of Fees | $16 | |||||||||||||||||||
| Weekly Capital Gain/Loss: | $653 DR KISEOK NAM: Sum of Capital Gain/Loss |
DR KISEOK NAM: Sum of Sales |
DR KISEOK NAM: SUM of Shares*Friday Price | Week 1 Total Fees: | $11.35 | ||||||||||||||||
| Weekly Rate of Return: | 1.6055% | Money Available for Week 2 Investment: | $5,720 DR KISEOK NAM: Total Sales-Total Fees+Excess Money |
||||||||||||||||||
| SECOND WEEK: | |||||||||||||||||||||
| AMZN | BR | NVDA | IPGP | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 11/6/17 | $1,109.15 | ($2.45) | ($2.45) | $86.84 | $0.00 | $0.00 | $207.20 | ($1.49) | ($1.49) | $213.91 | |||||||||||
| 11/7/17 | $1,123.17 | $14.02 | $14.02 | $87.37 | $0.53 | $0.53 | $212.03 | $4.83 | $4.83 | $221.43 | $7.52 | $7.52 | |||||||||
| 11/8/17 | $1,132.88 | $9.71 | $23.73 | $90.48 | $3.11 | $3.64 | $209.16 | ($2.87) | $1.96 | $221.79 | $0.36 | $7.88 | |||||||||
| 11/9/17 | $1,129.13 | ($3.75) | $19.98 | $87.83 | ($2.65) | $0.99 | $205.32 | ($3.84) | ($1.88) | $218.72 | ($3.07) | $4.81 | |||||||||
| 11/10/17 | $1,125.35 | ($3.78) | $16.20 | $88.45 | $0.62 | $1.61 | $216.14 | $10.82 | $8.94 | $223.53 | $4.81 | $9.62 | |||||||||
| Weekly Gain/Loss: | $275.00 | Weekly Gain/Loss: | $82.11 | Weekly Gain/Loss: | $298.00 | Weekly Gain/Loss: | $250.12 | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| OLD | SHARES | PURCHSING | SHARES | SELLING | |||||||||||||||||
| HOLD | BUY | PRICE | TOTAL | FEE | HOLD | SELL | PRICE | TOTAL | FEE | ||||||||||||
| AMZN | 20 | 20 | 0 | ||||||||||||||||||
| BR | 50 | 1 | $86.84 | $86.84 | $0.05 | 51 | 0 | ||||||||||||||
| NVDA | 40 | 0 | 40 | $216.14 | $8,645.60 | $4.00 | |||||||||||||||
| IPGP | 0 | 26 | $213.91 | $5,561.66 | $1.30 | 26 | 0 | ||||||||||||||
| Total Fee: | $1.35 | Total Fee: | $4.00 | ||||||||||||||||||
| Money Available: | $5,720 | Total Purchase: | $5,649 | Total Sales | $8,646 | ||||||||||||||||
| TOTAL PURCHASE: Week 2 | $5,650 DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds Money available, then put "Oh-No!", otherwise, put the sum. |
||||||||||||||||||||
| Excess Money | $70 | ||||||||||||||||||||
| Initial Value of Portfolio: Week 2 | $40,462 DR KISEOK NAM: Sum of: (Old Shares + Shares buy)*Monday Price | Terminal Value of Portfolio: Week 2 | $41,475 | ||||||||||||||||||
| Weekly Capital Gain/Loss: | $905.23 | Week 2 Total Fee: | $5.35 | ||||||||||||||||||
| Weekly Rate of Return: | 2.2240% DR KISEOK NAM: (Gain or Loss-All Fees)/E78 | Two-Week Total Fee: | $16.70 | ||||||||||||||||||
| Two-Week Capital Gain/Loss: | $1,558.52 | ||||||||||||||||||||
| Two-Week Rate of Return: | 3.8561% DR KISEOK NAM: (Two weeks total gain or loss-two weeks fees)/E32 | Money Available for Week 3 Investment | $8,712 | ||||||||||||||||||
| THIRD WEEK: | |||||||||||||||||||||
| AMZN | BR | ??? | IPGP | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 11/13/17 | ($1,125.35) | ($1,125.35) | ($88.45) | ($88.45) | ($223.53) | ($223.53) | |||||||||||||||
| 11/14/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/15/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/16/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/17/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| Weekly Gain/Loss: | ($22,507.00) | Weekly Gain/Loss: | ($4,510.95) | Weekly Gain/Loss: | $0.00 | Weekly Gain/Loss: | ($5,811.78) | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| OLD | SHARES | PURCHSING | SHARES | SELLING | |||||||||||||||||
| HOLD | BUY | PRICE | TOTAL | FEE | HOLD | SELL | PRICE | TOTAL | FEE | ||||||||||||
| AMZN | 20 | 0 | 20 | $0.00 | $0.00 | $2.00 | |||||||||||||||
| BR | 51 | 0 | 51 | $0.00 | $0.00 | $5.10 | |||||||||||||||
| ??? | 0 | 0 | 0 | $0.00 | $0.00 | $0.00 | |||||||||||||||
| IPGP | 26 | 0 | 26 | $0.00 | $0.00 | $2.60 | |||||||||||||||
| Total Fee: | $0 | Total Fee: | $10 | ||||||||||||||||||
| Money Available: | $8,712 | Total Purchase: | $0 | Total Sales | $0 | ||||||||||||||||
| TOTAL PURCHASE: Week 3 | $0 | ||||||||||||||||||||
| Excess Money | $8,712 | ||||||||||||||||||||
| Initial Value of Portfolio: Week 3 | $0 | Terminal Value of Portfolio: Week 2 | $8,712 | ||||||||||||||||||
| Weekly Capital Gain/Loss: | ($32,829.73) | Week3 Total Fee: | $9.70 | ||||||||||||||||||
| Weekly Rate of Return: | ERROR:#DIV/0! | ||||||||||||||||||||
| Three-Week Capital Gain/Loss: | ($31,271.21) | Three-Week Total Fees: | $26.40 | ||||||||||||||||||
| Three-Week Rate of Return: | -22.5855% DR KISEOK NAM: Don't forget the Excess Money |
||||||||||||||||||||
|
DR KISEOK NAM: Total Sales-Total Fees+Excess Money |
DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds Money available, then put "Oh-No!", otherwise, put the sum. |
DR KISEOK NAM: Sum of: (Old Shares + Shares buy)*Monday Price |
DR KISEOK NAM: (Gain or Loss-All Fees)/E78 |
DR KISEOK NAM: Monday price |
DR KISEOK NAM: Price*Shares |
DR KISEOK NAM: (Two weeks total gain or loss-two weeks fees)/E32 |
DR KISEOK NAM: Shares*$0.05 |
DR KISEOK NAM: Buying Shares-Holding Shares |
DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, put Friday price. |
DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Friday price*Shares. |
High PE Portfolio
| High P/E Stocks Portfolio | |||||||||||||||||||||
| FIRST WEEK: | |||||||||||||||||||||
| ABMD | ALRM | ANIP | CSGP | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 10/30/17 | $179.56 | $47.01 | $57.52 | $299.81 | |||||||||||||||||
| 10/31/17 | $192.92 | $13.36 | $13.36 | $46.68 | ($0.33) | ($0.33) | $58.08 | $0.56 | $0.56 | $295.75 | ($4.06) | ($4.06) | |||||||||
| 11/1/17 | $188.89 | ($4.03) | $9.33 | $45.90 | ($0.78) | ($1.11) | $57.54 | ($0.54) | $0.02 | $295.13 | ($0.62) | ($4.68) | |||||||||
| 11/2/17 | $190.05 | $1.16 | $10.49 | $45.96 | $0.06 | ($1.05) | $59.58 | $2.04 | $2.06 | $293.62 | ($1.51) | ($6.19) | |||||||||
| 11/3/17 | $194.90 | $4.85 | $15.34 | $45.95 | ($0.01) | ($1.06) | $61.97 | $2.39 | $4.45 | $295.78 | $2.16 | ($4.03) | |||||||||
| Weekly Gain/Loss: | $1,165.84 | Weekly Gain/Loss: | ($82.68) | Weekly Gain/Loss: | $360.45 | Weekly Gain/Loss: | ($241.80) | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| SHARES | PURCHSING | SHARES | SELLING | ||||||||||||||||||
| BUY | PRICE DR KISEOK NAM: Monday price | TOTAL DR KISEOK NAM: Price*Shares | FEE DR KISEOK NAM: Shares*$0.05 | HOLD | SELL DR KISEOK NAM: Buying Shares-Holding Shares | PRICE DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, put Friday price. | TOTAL DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Friday price*Shares. | FEE DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Shares*$0.10. |
|||||||||||||
| ABMD | 76 | $179.56 | $13,646.56 | $3.80 | 76 | 0 | |||||||||||||||
| ALRM | 78 | $47.01 | $3,666.78 | $3.90 | 0 | 78 | $45.95 | $3,584.10 | $7.80 | ||||||||||||
| ANIP | 81 | $57.52 | $4,659.12 | $4.05 | 81 | 0 | |||||||||||||||
| CSGP | 60 | $299.81 | $17,988.60 | $3.00 | 0 | 60 | $295.78 | $17,746.80 | $6.00 | ||||||||||||
| Total Fee: | $14.75 DR KISEOK NAM: Sum of fees | Total Fee: | $13.80 DR KISEOK NAM: Sum of Fees |
||||||||||||||||||
| Total Purchase: | $39,961 DR KISEOK NAM: Sum of purchases | Total Sales | $21,331 DR KISEOK NAM: Sum of Sales |
||||||||||||||||||
| TOTAL PURCHASE: Week 1 | $39,976 DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds $40,000, then put "Oh-No!", otherwise, put the sum. | Terminal Value of Portfolio: Week 1 | $41,163 DR KISEOK NAM: SUM of Shares*Friday Price |
||||||||||||||||||
| Excess Money DR KISEOK NAM: Make it less than $100 |
DR KISEOK NAM: Sum of Fees | $24 | |||||||||||||||||||
| Weekly Capital Gain/Loss: | $1,202 DR KISEOK NAM: Sum of Capital Gain/Loss |
DR KISEOK NAM: Sum of Sales |
DR KISEOK NAM: SUM of Shares*Friday Price | Week 1 Total Fees: | $28.55 | ||||||||||||||||
| Weekly Rate of Return: | 2.9349% | Money Available for Week 2 Investment: | $21,341 DR KISEOK NAM: Total Sales-Total Fees+Excess Money |
||||||||||||||||||
| SECOND WEEK: | |||||||||||||||||||||
| ABMD | WDC | ANIP | SAFM | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 11/6/17 | $195.18 | $0.28 | $0.28 | $86.67 | $62.04 | $0.07 | $0.07 | $148.98 | |||||||||||||
| 11/7/17 | $197.21 | $2.03 | $2.03 | $86.09 | ($0.58) | ($0.58) | $59.94 | ($2.10) | ($2.10) | $145.57 | ($3.41) | ($3.41) | |||||||||
| 11/8/17 | $196.97 | ($0.24) | $1.79 | $87.12 | $1.03 | $0.45 | $60.40 | $0.46 | ($1.64) | $152.46 | $6.89 | $3.48 | |||||||||
| 11/9/17 | $195.54 | ($1.43) | $0.36 | $87.63 | $0.51 | $0.96 | $60.86 | $0.46 | ($1.18) | $154.81 | $2.35 | $5.83 | |||||||||
| 11/10/17 | $195.21 | ($0.33) | $0.03 | $88.92 | $1.29 | $2.25 | $61.90 | $1.04 | ($0.14) | $158.51 | $3.70 | $9.53 | |||||||||
| Weekly Gain/Loss: | $23.56 | Weekly Gain/Loss: | $225.00 | Weekly Gain/Loss: | ($5.67) | Weekly Gain/Loss: | $810.05 | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| OLD | SHARES | PURCHSING | SHARES | SELLING | |||||||||||||||||
| HOLD | BUY | PRICE | TOTAL | FEE | HOLD | SELL | PRICE | TOTAL | FEE | ||||||||||||
| ABMD | 76 | 0 | 76 | $195.21 | $14,835.96 | $7.60 | |||||||||||||||
| WDC | 0 | 100 | $86.67 | $8,667.00 | $5.00 | 100 | 0 | ||||||||||||||
| ANIP | 81 | 81 | 0 | ||||||||||||||||||
| SAFM | 0 | 85 | $148.98 | $12,663.30 | $4.25 | 85 | 0 | ||||||||||||||
| Total Fee: | $9.25 | Total Fee: | $7.60 | ||||||||||||||||||
| Money Available: | $21,341 | Total Purchase: | $21,330 | Total Sales | $14,836 | ||||||||||||||||
| TOTAL PURCHASE: Week 2 | $21,340 DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds Money available, then put "Oh-No!", otherwise, put the sum. |
||||||||||||||||||||
| Excess Money | $2 | ||||||||||||||||||||
| Initial Value of Portfolio: Week 2 | $41,189 DR KISEOK NAM: Sum of: (Old Shares + Shares buy)*Monday Price | Terminal Value of Portfolio: Week 2 | $42,215 | ||||||||||||||||||
| Weekly Capital Gain/Loss: | $1,052.94 | Week 2 Total Fee: | $16.85 | ||||||||||||||||||
| Weekly Rate of Return: | 2.5154% DR KISEOK NAM: (Gain or Loss-All Fees)/E78 | Two-Week Total Fee: | $45.40 | ||||||||||||||||||
| Two-Week Capital Gain/Loss: | $2,254.75 | ||||||||||||||||||||
| Two-Week Rate of Return: | 5.5267% DR KISEOK NAM: (Two weeks total gain or loss-two weeks fees)/E32 | Money Available for Week 3 Investment | $14,830 | ||||||||||||||||||
| THIRD WEEK: | |||||||||||||||||||||
| ??? | WDC | ANIP | SAFM | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 11/13/17 | ($88.92) | ($88.92) | ($61.90) | ($61.90) | ($158.51) | ($158.51) | |||||||||||||||
| 11/14/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/15/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/16/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| 11/17/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||||||
| Weekly Gain/Loss: | $0.00 | Weekly Gain/Loss: | ($8,892.00) | Weekly Gain/Loss: | ($5,013.90) | Weekly Gain/Loss: | ($13,473.35) | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| OLD | SHARES | PURCHSING | SHARES | SELLING | |||||||||||||||||
| HOLD | BUY | PRICE | TOTAL | FEE | HOLD | SELL | PRICE | TOTAL | FEE | ||||||||||||
| ??? | 0 | 0 | 0 | $0.00 | $0.00 | $0.00 | |||||||||||||||
| WDC | 100 | 0 | 100 | $0.00 | $0.00 | $10.00 | |||||||||||||||
| ANIP | 81 | 0 | 81 | $0.00 | $0.00 | $8.10 | |||||||||||||||
| SAFM | 85 | 0 | 85 | $0.00 | $0.00 | $8.50 | |||||||||||||||
| Total Fee: | $0 | Total Fee: | $27 | ||||||||||||||||||
| Money Available: | $14,830 | Total Purchase: | $0 | Total Sales | $0 | ||||||||||||||||
| TOTAL PURCHASE: Week 3 | $0 | ||||||||||||||||||||
| Excess Money | $14,830 | ||||||||||||||||||||
| Initial Value of Portfolio: Week 3 | $0 | Terminal Value of Portfolio: Week 2 | $14,830 | ||||||||||||||||||
| Weekly Capital Gain/Loss: | ($27,379.25) | Week3 Total Fee: | $26.60 | ||||||||||||||||||
| Weekly Rate of Return: | ERROR:#DIV/0! | ||||||||||||||||||||
| Three-Week Capital Gain/Loss: | ($25,124.50) | Three-Week Total Fees: | $72.00 | ||||||||||||||||||
| Three-Week Rate of Return: | -10.3664% DR KISEOK NAM: Don't forget the Excess Money |
||||||||||||||||||||
|
DR KISEOK NAM: Total Sales-Total Fees+Excess Money |
DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds Money available, then put "Oh-No!", otherwise, put the sum. |
DR KISEOK NAM: Sum of: (Old Shares + Shares buy)*Monday Price |
DR KISEOK NAM: (Gain or Loss-All Fees)/E78 |
DR KISEOK NAM: Monday price |
DR KISEOK NAM: Price*Shares |
DR KISEOK NAM: (Two weeks total gain or loss-two weeks fees)/E32 |
DR KISEOK NAM: Shares*$0.05 |
DR KISEOK NAM: Buying Shares-Holding Shares |
DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, put Friday price. |
DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Friday price*Shares. |
Your Portfolio
| Your Own Portfolio | |||||||||||||||||||||
| FIRST WEEK: | |||||||||||||||||||||
| AIG | BLKB | JPM | AMC | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 10/30/17 | $64.01 | $102.46 | $101.13 | $14.70 | |||||||||||||||||
| 10/31/17 | $64.61 | $0.60 | $0.60 | $101.30 | ($1.16) | ($1.16) | $100.61 | ($0.52) | ($0.52) | $13.90 | ($0.80) | ($0.80) | |||||||||
| 11/1/17 | $64.66 | $0.05 | $0.65 | $98.90 | ($2.40) | ($3.56) | $100.92 | $0.31 | ($0.21) | $13.45 | ($0.45) | ($1.25) | |||||||||
| 11/2/17 | $64.98 | $0.32 | $0.97 | $98.89 | ($0.01) | ($3.57) | $101.59 | $0.67 | $0.46 | $12.85 | ($0.60) | ($1.85) | |||||||||
| 11/3/17 | $62.00 | ($2.98) | ($2.01) | $100.47 | $1.58 | ($1.99) | $101.41 | ($0.18) | $0.28 | $11.90 | ($0.95) | ($2.80) | |||||||||
| Weekly Gain/Loss: | ($281.40) | Weekly Gain/Loss: | ($298.50) | Weekly Gain/Loss: | $36.96 | Weekly Gain/Loss: | ($428.40) | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| SHARES | PURCHSING | SHARES | SELLING | ||||||||||||||||||
| BUY | PRICE DR KISEOK NAM: Monday price | TOTAL DR KISEOK NAM: Price*Shares | FEE DR KISEOK NAM: Shares*$0.05 | HOLD | SELL DR KISEOK NAM: Buying Shares-Holding Shares | PRICE DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, put Friday price. | TOTAL DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Friday price*Shares. | FEE DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Shares*$0.10. |
|||||||||||||
| AIG | 140 | $64.01 | $8,961.40 | $7.00 | 0 | 140 | $62.00 | $8,680.00 | $14.00 | ||||||||||||
| BLKB | 150 | $102.46 | $15,369.00 | $7.50 | 0 | 150 | $100.47 | $15,070.50 | $15.00 | ||||||||||||
| JPM | 132 | $101.13 | $13,349.16 | $6.60 | 80 | 52 | $101.41 | $5,273.32 | $5.20 | ||||||||||||
| AMC | 153 | $14.70 | $2,249.10 | $7.65 | 0 | 153 | $11.90 | $1,820.70 | $15.30 | ||||||||||||
| Total Fee: | $28.75 DR KISEOK NAM: Sum of fees | Total Fee: | $49.50 DR KISEOK NAM: Sum of Fees |
||||||||||||||||||
| Total Purchase: | $39,929 DR KISEOK NAM: Sum of purchases | Total Sales | $30,845 DR KISEOK NAM: Sum of Sales |
||||||||||||||||||
| TOTAL PURCHASE: Week 1 | $39,957 DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds $40,000, then put "Oh-No!", otherwise, put the sum. | Terminal Value of Portfolio: Week 1 | $38,957 DR KISEOK NAM: SUM of Shares*Friday Price |
||||||||||||||||||
| Excess Money DR KISEOK NAM: Make it less than $100 |
DR KISEOK NAM: Sum of Fees | $43 | |||||||||||||||||||
| Weekly Capital Gain/Loss: | ($971) DR KISEOK NAM: Sum of Capital Gain/Loss |
DR KISEOK NAM: Sum of Sales |
DR KISEOK NAM: SUM of Shares*Friday Price | Week 1 Total Fees: | $78.25 | ||||||||||||||||
| Weekly Rate of Return: | -2.6268% | Money Available for Week 2 Investment: | $30,838 DR KISEOK NAM: Total Sales-Total Fees+Excess Money |
||||||||||||||||||
| SECOND WEEK: | |||||||||||||||||||||
| BIDU | AAPL | JPM | SBUX | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 11/6/17 | $242.71 | $172.37 | $101.34 | ($0.07) | ($0.07) | $55.99 | |||||||||||||||
| 11/7/17 | $243.47 | $0.76 | $0.76 | $174.81 | $2.44 | $2.44 | $98.75 | ($2.59) | ($2.59) | $57.22 | $1.23 | $1.23 | |||||||||
| 11/8/17 | $241.18 | ($2.29) | ($1.53) | $176.24 | $1.43 | $3.88 | $97.64 | ($1.11) | ($3.70) | $57.91 | $0.69 | $1.92 | |||||||||
| 11/9/17 | $240.06 | ($1.12) | ($2.65) | $175.88 | ($0.36) | $3.51 | $97.63 | ($0.01) | ($3.71) | $57.36 | ($0.55) | $1.37 | |||||||||
| 11/10/17 | $237.40 | ($2.66) | ($5.31) | $174.67 | ($1.21) | $2.30 | $97.51 | ($0.12) | ($3.83) | $57.04 | ($0.32) | $1.05 | |||||||||
| Weekly Gain/Loss: | ($159.30) | Weekly Gain/Loss: | $230.50 | Weekly Gain/Loss: | ($312.00) | Weekly Gain/Loss: | $117.60 | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| OLD | SHARES | PURCHSING | SHARES | SELLING | |||||||||||||||||
| HOLD | BUY | PRICE | TOTAL | FEE | HOLD | SELL | PRICE | TOTAL | FEE | ||||||||||||
| BIDU | 0 | 30 | $242.71 | $7,281.30 | $1.50 | 0 | 30 | $237.40 | $7,122.00 | $3.00 | |||||||||||
| AAPL | 0 | 100 | $172.37 | $17,236.50 | $5.00 | 0 | 100 | $174.67 | $17,467.00 | $10.00 | |||||||||||
| JPM | 80 | 0 | 80 | $97.51 | $7,800.80 | $8.00 | |||||||||||||||
| SBUX | 0 | 112 | $55.99 | $6,270.88 | $5.60 | 112 | 0 | ||||||||||||||
| Total Fee: | $12.10 | Total Fee: | $21.00 | ||||||||||||||||||
| Money Available: | $30,838 | Total Purchase: | $30,789 | Total Sales | $32,390 | ||||||||||||||||
| TOTAL PURCHASE: Week 2 | $30,801 DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds Money available, then put "Oh-No!", otherwise, put the sum. |
||||||||||||||||||||
| Excess Money | $37 | ||||||||||||||||||||
| Initial Value of Portfolio: Week 2 | $38,896 DR KISEOK NAM: Sum of: (Old Shares + Shares buy)*Monday Price | Terminal Value of Portfolio: Week 2 | $38,778 | ||||||||||||||||||
| Weekly Capital Gain/Loss: | ($123.20) | Week 2 Total Fee: | $33.10 | ||||||||||||||||||
| Weekly Rate of Return: | -0.4018% DR KISEOK NAM: (Gain or Loss-All Fees)/E78 | Two-Week Total Fee: | $111.35 | ||||||||||||||||||
| Two-Week Capital Gain/Loss: | ($1,094.54) | ||||||||||||||||||||
| Two-Week Rate of Return: | -3.0179% DR KISEOK NAM: (Two weeks total gain or loss-two weeks fees)/E32 | Money Available for Week 3 Investment | $32,406 | ||||||||||||||||||
| THIRD WEEK: | |||||||||||||||||||||
| ??? | ??? | ??? | SBUX | ||||||||||||||||||
| Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | Stock | Daily | Total | ||||||||||
| Date | Price | Change | Change | Price | Change | Change | Price | Change | Change | Price | Change | Change | |||||||||
| 11/13/17 | $56.81 | ($0.23) | ($0.23) | ||||||||||||||||||
| 11/14/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $56.93 | $0.12 | $0.12 | ||||||||||||
| 11/15/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ($56.93) | ($56.81) | |||||||||||||
| 11/16/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ($56.81) | |||||||||||||
| 11/17/17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ($56.81) | |||||||||||||
| Weekly Gain/Loss: | $0.00 | Weekly Gain/Loss: | $0.00 | Weekly Gain/Loss: | $0.00 | Weekly Gain/Loss: | ($6,388.48) | ||||||||||||||
| Weekly Transaction Summary | |||||||||||||||||||||
| Transaction Fee for Purchase: | $0.05 | Transaction Fee forSales: | $0.10 | ||||||||||||||||||
| OLD | SHARES | PURCHSING | SHARES | SELLING | |||||||||||||||||
| HOLD | BUY | PRICE | TOTAL | FEE | HOLD | SELL | PRICE | TOTAL | FEE | ||||||||||||
| ??? | 0 | 0 | 0 | $0.00 | $0.00 | $0.00 | |||||||||||||||
| ??? | 0 | 0 | 0 | $0.00 | $0.00 | $0.00 | |||||||||||||||
| ??? | 0 | 0 | 0 | $0.00 | $0.00 | $0.00 | |||||||||||||||
| SBUX | 112 | 0 | 112 | $0.00 | $0.00 | $11.20 | |||||||||||||||
| Total Fee: | $0 | Total Fee: | $11 | ||||||||||||||||||
| Money Available: | $32,406 | Total Purchase: | $0 | Total Sales | $0 | ||||||||||||||||
| TOTAL PURCHASE: Week 3 | $0 | ||||||||||||||||||||
| Excess Money | $32,406 | ||||||||||||||||||||
| Initial Value of Portfolio: Week 3 | $6,363 | Terminal Value of Portfolio: Week 2 | $32,406 | ||||||||||||||||||
| Weekly Capital Gain/Loss: | ($6,388.48) | Week3 Total Fee: | $11.20 | ||||||||||||||||||
| Weekly Rate of Return: | -100.5809% | ||||||||||||||||||||
| Three-Week Capital Gain/Loss: | ($7,483.02) | Three-Week Total Fees: | $122.55 | ||||||||||||||||||
| Three-Week Rate of Return: | 24.8001% DR KISEOK NAM: Don't forget the Excess Money |
||||||||||||||||||||
|
DR KISEOK NAM: Total Sales-Total Fees+Excess Money |
DR KISEOK NAM: Use IF Command: if The sum of total purchase and total fee exceeds Money available, then put "Oh-No!", otherwise, put the sum. |
DR KISEOK NAM: Sum of: (Old Shares + Shares buy)*Monday Price |
DR KISEOK NAM: (Gain or Loss-All Fees)/E78 |
DR KISEOK NAM: Monday price |
DR KISEOK NAM: Price*Shares |
DR KISEOK NAM: (Two weeks total gain or loss-two weeks fees)/E32 |
DR KISEOK NAM: Shares*$0.05 |
DR KISEOK NAM: Buying Shares-Holding Shares |
DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, put Friday price. |
DR KISEOK NAM: Use IF command: If zero shares are sold, do nothing, otherwise, Friday price*Shares. |
Rt
| Portfolio Returns for 3-weeks | |||||||||||||||
| 34.15% | 9.18% | 11.66% | 45.02% | Date | High P/E | Value | Growth | Moment | Contrarian | ||||||
| 7.177% | -0.704% | 0.969% | -1.363% | 2.451% | -0.065% | 0.113% | -0.614% | 10/31/17 | 1.885% | 1.314% | -2.087% | 1.088% | -0.716% | ||
| -2.111% | -1.685% | -0.934% | -0.210% | -0.721% | -0.155% | -0.109% | -0.094% | 11/1/17 | -1.079% | 0.501% | 0.348% | -0.294% | -0.988% | ||
| 0.612% | 0.131% | 3.484% | -0.513% | 0.209% | 0.012% | 0.406% | -0.231% | 11/2/17 | 0.396% | -0.125% | -1.834% | -0.690% | 0.071% | ||
| 2.520% | -0.022% | 3.933% | 0.733% | 0.861% | -0.002% | 0.459% | 0.330% | 11/3/17 | 1.647% | 0.010% | 0.061% | 1.512% | -0.935% | ||
| 11/6/17 | 0.064% | 0.005% | -0.251% | -0.415% | -0.158% | ||||||||||
| 36.01% | 21.04% | 12.20% | 30.74% | 11/7/17 | -0.901% | 0.998% | -0.488% | 1.702% | 0.493% | ||||||
| 1.035% | -0.671% | -3.444% | -2.315% | 0.373% | -0.141% | -0.420% | -0.712% | 11/8/17 | 1.721% | -0.344% | 0.696% | 0.598% | 0.142% | ||
| -0.122% | 1.189% | 0.765% | 4.625% | -0.044% | 0.250% | 0.093% | 1.422% | 11/9/17 | 0.423% | -0.792% | -0.769% | -1.078% | -0.334% | ||
| -0.729% | 0.584% | 0.759% | 1.530% | -0.262% | 0.123% | 0.093% | 0.470% | 11/10/17 | 1.180% | 0.922% | 1.186% | 1.244% | -0.630% | ||
| -0.169% | 1.461% | 1.694% | 2.362% | -0.061% | 0.307% | 0.207% | 0.726% | 11/13/17 | ERROR:#NUM! | ERROR:#NUM! | ERROR:#NUM! | ERROR:#NUM! | -180.740% | ||
| 11/14/17 | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | 11/15/17 | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | 11/16/17 | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | 11/17/17 | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| 24.56% | 29.04% | 35.75% | 10.65% | ||||||||||||
| -0.316% | 0.010% | 3.555% | 1.111% | -0.078% | 0.003% | 1.271% | 0.118% | ||||||||
| 1.240% | -0.352% | 0.604% | 0.779% | 0.304% | -0.102% | 0.216% | 0.083% | ||||||||
| -0.689% | 0.456% | -0.685% | 1.473% | -0.169% | 0.132% | -0.245% | 0.157% | ||||||||
| 0.294% | 1.222% | -0.870% | -0.995% | 0.072% | 0.355% | -0.311% | -0.106% | ||||||||
| 23.82% | 12.04% | 53.45% | 10.69% | ||||||||||||
| -0.684% | 0.591% | 2.383% | -1.724% | -0.163% | 0.071% | 1.274% | -0.184% | ||||||||
| 2.145% | 0.041% | -1.394% | -1.072% | 0.511% | 0.005% | -0.745% | -0.115% | ||||||||
| -1.368% | -1.422% | -0.415% | -0.682% | -0.326% | -0.171% | -0.222% | -0.073% | ||||||||
| 1.490% | -0.113% | 0.689% | 1.986% | 0.355% | -0.014% | 0.368% | 0.212% | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| 9.59% | 29.82% | 26.24% | 34.36% | ||||||||||||
| -1.547% | 0.502% | -1.757% | -4.738% | -0.148% | 0.150% | -0.461% | -1.628% | ||||||||
| 0.065% | -0.712% | 2.155% | -0.033% | 0.006% | -0.212% | 0.566% | -0.011% | ||||||||
| -0.358% | -2.319% | -1.008% | -2.457% | -0.034% | -0.692% | -0.265% | -0.844% | ||||||||
| -3.212% | -0.129% | 0.190% | 1.041% | -0.308% | -0.039% | 0.050% | 0.358% | ||||||||
| 11.71% | 12.12% | 48.43% | 27.74% | ||||||||||||
| -2.905% | -0.645% | 0.228% | -0.648% | -0.340% | -0.078% | 0.110% | -0.180% | ||||||||
| 4.424% | 0.323% | 0.318% | -0.057% | 0.518% | 0.039% | 0.154% | -0.016% | ||||||||
| -0.724% | 0.643% | -1.347% | -0.397% | -0.085% | 0.078% | -0.652% | -0.110% | ||||||||
| -1.397% | -0.321% | 2.900% | -0.057% | -0.164% | -0.039% | 1.404% | -0.016% | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| 54.78% | 10.75% | 20.20% | 14.27% | ||||||||||||
| 0.934% | -0.047% | 2.423% | 0.647% | 0.511% | -0.005% | 0.489% | 0.0924% | ||||||||
| -0.145% | 0.580% | 0.188% | -2.205% | -0.079% | 0.062% | 0.038% | -0.315% | ||||||||
| -0.861% | -0.185% | -0.610% | -0.529% | -0.472% | -0.020% | -0.123% | -0.076% | ||||||||
| 1.576% | 0.670% | 1.327% | 2.162% | 0.863% | 0.072% | 0.268% | 0.308% | ||||||||
| 54.82% | 10.95% | 20.48% | 13.75% | ||||||||||||
| 1.256% | 0.608% | 2.304% | 3.455% | 0.689% | 0.067% | 0.472% | 0.475% | ||||||||
| 0.861% | 3.498% | -1.363% | 0.162% | 0.472% | 0.383% | -0.279% | 0.022% | ||||||||
| -0.332% | -2.973% | -1.853% | -1.394% | -0.182% | -0.325% | -0.380% | -0.192% | ||||||||
| -0.335% | 0.703% | 5.136% | 2.175% | -0.184% | 0.077% | 1.052% | 0.299% | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | |||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | |||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | |||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | |||||||
| 22.44% | 38.49% | 33.43% | 5.63% | ||||||||||||
| 0.933% | -1.139% | -0.516% | -5.596% | 0.2094% | -0.4383% | -0.1724% | -0.3152% | ||||||||
| 0.077% | -2.398% | 0.308% | -3.291% | 0.0174% | -0.9229% | 0.1029% | -0.1854% | ||||||||
| 0.494% | -0.010% | 0.662% | -4.564% | 0.1108% | -0.0039% | 0.2212% | -0.2571% | ||||||||
| -4.695% | 1.585% | -0.177% | -7.681% | -1.0536% | 0.6101% | -0.0593% | -0.4326% | ||||||||
| 18.72% | 44.31% | 20.84% | 16.12% | ||||||||||||
| 0.313% | 1.409% | -2.589% | 2.173% | 0.0585% | 0.6242% | -0.5396% | 0.3503% | ||||||||
| -0.945% | 0.815% | -1.130% | 1.199% | -0.1769% | 0.3610% | -0.2356% | 0.1933% | ||||||||
| -0.465% | -0.204% | -0.010% | -0.954% | -0.0871% | -0.0906% | -0.0021% | -0.1539% | ||||||||
| -1.114% | -0.690% | -0.123% | -0.559% | -0.2086% | -0.3059% | -0.0256% | -0.0902% | ||||||||
| 0.00% | 0.00% | 0.00% | 100.00% | ||||||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | 0.211% | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | 0.2110% | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#NUM! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#NUM! | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ||||||||
| ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! | ERROR:#DIV/0! |
