2 page paper

profiledhop7330
Unit9Investment.xlsx

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