2 page paper
Sheet1
| Symbol | Price | Purchased | Unit 6 Price | Gain/Loss2 | ||||||
| Amazon | AMZN | 104.01 | 336 stocks | 107.01 | 1008 | |||||
| AT&T | T | 18.99 | 2,212 stocks | 19.34 | 774.2 | |||||
| Microsoft | MSFT | 244.97 | 98 stocks | 246.63 | 162.68 | |||||
| McDonalds | MCD | 234.79 | 86 stocks | 232.59 | -189.2 | |||||
| Symbol | Week 1 Price | Purchased | Week 2 Price | Gain/Loss | ||||||
| Amazon | AMZN | 104.01 | 336 stocks | 112.43 | 2829.12 | 34947.36 | ||||
| AT&T | T | 18.99 | 2,212 stocks | 20.97 | 4379.76 | 46385.64 | 37776.48 | 21238.56 | ||
| Microsoft | MSFT | 244.97 | 98 stocks | 262.52 | 1719.9 | 42005.88 | 20191.94 | |||
| McDonalds | MCD | 234.79 | 86 stocks | 246.96 | 1046.62 | |||||
| USAA Mutual Funds Trust - USAA Precious Metals and Minerals Fund | USAGX | 16.74 | 500 mutual funds | 25726.96 | ||||||
| Vanguard 500 Index Fund | VOO | 358.97 | 130 ETFs | 24007.06 | ||||||
| 359.52 | 442.4 | 32.34 | 458.38 | -685 | -1028.3 | |||||
| Symbol | Week 1 Price | Purchased | Week 2 Price | Gain/Loss | Week 3 Price | Gain/Loss | ||||
| Amazon | AMZN | 104.01 | 336 stocks | 112.43 | 2829.12 | 113.5 | 359.52 | |||
| AT&T | T | 18.99 | 2,212 stocks | 20.97 | 4379.76 | 21.17 | 442.4 | |||
| Microsoft | MSFT | 244.97 | 98 stocks | 262.52 | 1719.9 | 262.85 | 32.34 | |||
| McDonalds | MCD | 234.79 | 86 stocks | 246.96 | 1046.62 | 252.29 | 458.38 | |||
| USAA Mutual Funds Trust - USAA Precious Metals and Minerals Fund | USAGX | N/A | 500 mutual funds | 16.74 | N/A | 15.37 | -685 | |||
| Vanguard 500 Index Fund | VOO | N/A | 130 ETFs | 358.97 | N/A | 351.06 | -1028.3 | |||
| JD.com, Inc. | JD | N/A | 470 | N/A | N/A | 64.64 | N/A | |||
| HDFC Bank Limited | HDB | N/A | 475 | N/A | N/A | 55.71 | N/A |
Sheet4
| Symbol | Price | Purchased | Unit 6 Price | Gain/Loss2 | |
| Amazon | AMZN | 104.01 | 336 stocks | 107.01 | 1008 |
| AT&T | T | 18.99 | 2,212 stocks | 19.34 | 774.2 |
| Microsoft | MSFT | 244.97 | 98 stocks | 246.63 | 162.68 |
| McDonalds | MCD | 234.79 | 86 stocks | 232.59 | -189.2 |
| Symbol | Week 1 Price | Purchased | Week 2 Price | Gain/Loss | |
| Amazon | AMZN | 104.01 | 336 stocks | 112.43 | 0 |
| AT&T | T | 18.99 | 2,212 stocks | 20.97 | 0 |
| Microsoft | MSFT | 244.97 | 98 stocks | 262.52 | 0 |
| McDonalds | MCD | 234.79 | 86 stocks | 246.96 | 0 |
| USAA Mutual Funds Trust - USAA Precious Metals and Minerals Fund | USAGX | 16.74 | 500 mutual funds | ||
| Vanguard 500 Index Fund | VOO | 358.97 | 130 ETFs |
Sheet2
| face value | 1000 |
| annual coupon rate | 6.50% |
| years to maturity | 10 |
| number of periods | 20 |
| value of the bond | $50.00 |
Sheet3
| Quantity | Price | Cost | |||
| Number of shares | 150 | 18.4 | 2760 | ||
| Put option price | 150 | 18 | 2700 | ||
| 552 | |||||
| Increase by 20% | 3312 | Profit/ loss | 552 | ||
| Decreased by 20% | 2208 | Profit loss | -552 |