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Company Name Amazon Microsoft Ticker AMZN MSFT AAPL TSLA Apple Tesla Visa V SPOR S&P 500 ETF SPY Portfolio Beginning Value (PBV) S&P 500 Index Value # of shares Purchased Answer these questions each week. How much is the market up or down (%)? How much is your portfolio up or down (%) ? Name your biggest winner (%) Name your biggest loser (%). 229888 180 79 145 30 50 26 Purchase Beg. Value Price 107.59 252.56 137.59 663.90 199.03 389.63 19,366.20 19,952.24 19,950.55 19,917.00 9.951.50 10,130.38 99,267.87 3,901.36 Current Current Price Value 113.55 256.72 150.17 720.20 210.04 385.13 20,439.00 20,280.88 21,774.65 21,606.00 10.502.00 10.013.38 104,615.91 3,817.18 % Change from begin % weight Beta Value 0.00 5.54% 1.65% 9.14% 8.48 % 5.53% -1.15% 5.39% -2.2% 19.54% 19.39% 20.81% 20.65% 10.04% 9.57% 100.00% 0.00 0.00 0.00 0.00 0.00 0.00 1.00

Company Name Amazon Microsoft Ticker AMZN MSFT AAPL TSLA Apple Tesla Visa V SPOR S&P 500 ETF SPY Portfolio Beginning Value (PBV) S&P 500 Index Value # of shares Purchased Answer these questions each week. How much is the market up or down (%)? How much is your portfolio up or down (%) ? Name your biggest winner (%) Name your biggest loser (%). 229888 180 79 145 30 50 26 Purchase Beg. Value Price 107.59 252.56 137.59 663.90 199.03 389.63 19,366.20 19,952.24 19,950.55 19,917.00 9.951.50 10,130.38 99,267.87 3,901.36 Current Current Price Value 113.55 256.72 150.17 720.20 210.04 385.13 20,439.00 20,280.88 21,774.65 21,606.00 10.502.00 10.013.38 104,615.91 3,817.18 % Change from begin % weight Beta Value 0.00 5.54% 1.65% 9.14% 8.48 % 5.53% -1.15% 5.39% -2.2% 19.54% 19.39% 20.81% 20.65% 10.04% 9.57% 100.00% 0.00 0.00 0.00 0.00 0.00 0.00 1.00

Essentials Of Investments
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
Problem 1PS
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Company Name Amazon Microsoft Apple Tesla Ticker AMZN MSFT AAPL TSLA 2 Visa V 3 SPDR S&P 500 ETF SPY Portfolio Beginning Value (PBV) 5 S&P 500 Index Value # of shares Purchased 8 Answer these questions each week. How much is the market up or down (%)? 0 How much is your portfolio up or down (%) ? 1 Name your biggest winner (%) 2 Name your biggest loser (%). 180 79 145 30 50 26 Purchase Beg. Price Value 107.59 252.56 137.59 663.90 199.03 389.63 19,366.20 19,952.24 19,950.55 19,917.00 9,951,50 10,130.38 99,267.87 3,901.36 Current Current Price Value 113.55 256.72 150.17 720.20 210.04 385.13 20,439.00 20,280.88 21,774.65 21,606.00 10.502.00 10,013.38 104,615.91 3,817.18 % Change from begin % weight Beta Value 5.54% 1.65% 9.14% 8.48% 5.53% -1.15% 19.54% 19.39% 20.81% 20.65% 10.04% 9.57% 5.39% 100.00% -2.2% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.00
Transcribed Image Text:Company Name Amazon Microsoft Apple Tesla Ticker AMZN MSFT AAPL TSLA 2 Visa V 3 SPDR S&P 500 ETF SPY Portfolio Beginning Value (PBV) 5 S&P 500 Index Value # of shares Purchased 8 Answer these questions each week. How much is the market up or down (%)? 0 How much is your portfolio up or down (%) ? 1 Name your biggest winner (%) 2 Name your biggest loser (%). 180 79 145 30 50 26 Purchase Beg. Price Value 107.59 252.56 137.59 663.90 199.03 389.63 19,366.20 19,952.24 19,950.55 19,917.00 9,951,50 10,130.38 99,267.87 3,901.36 Current Current Price Value 113.55 256.72 150.17 720.20 210.04 385.13 20,439.00 20,280.88 21,774.65 21,606.00 10.502.00 10,013.38 104,615.91 3,817.18 % Change from begin % weight Beta Value 5.54% 1.65% 9.14% 8.48% 5.53% -1.15% 19.54% 19.39% 20.81% 20.65% 10.04% 9.57% 5.39% 100.00% -2.2% 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.00
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