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    Keung An

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    This document summarizes an investment portfolio totaling $46,904 in value. It is diversified across 12 positions in various sectors such as technology, energy, consumer cyclical, and financial services. The top holdings include stocks such as Microsoft, Linn Co, Ford Motor Company, and B&G Foods Inc. The portfolio provides information on each holding, such as company name, current price, price change, quantity, total value, industry, and type of investment.

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    Keung An

    Uploaded by

    Halilitar
    21 views1 page
    This document summarizes an investment portfolio totaling $46,904 in value. It is diversified across 12 positions in various sectors such as technology, energy, consumer cyclical, and financial services. The top holdings include stocks such as Microsoft, Linn Co, Ford Motor Company, and B&G Foods Inc. The portfolio provides information on each holding, such as company name, current price, price change, quantity, total value, industry, and type of investment.

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    untuk menghitung uang

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    This document summarizes an investment portfolio totaling $46,904 in value. It is diversified across 12 positions in various sectors such as technology, energy, consumer cyclical, and financial services. The top holdings include stocks such as Microsoft, Linn Co, Ford Motor Company, and B&G Foods Inc. The portfolio provides information on each holding, such as company name, current price, price change, quantity, total value, industry, and type of investment.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    21 views1 page

    Keung An

    Uploaded by

    Halilitar
    This document summarizes an investment portfolio totaling $46,904 in value. It is diversified across 12 positions in various sectors such as technology, energy, consumer cyclical, and financial services. The top holdings include stocks such as Microsoft, Linn Co, Ford Motor Company, and B&G Foods Inc. The portfolio provides information on each holding, such as company name, current price, price change, quantity, total value, industry, and type of investment.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
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    of 1

    MY PORTFOLIO

    Portfolio Sectors

    Total Value of Portfolio: $46,904.00


    Types
    V Technology Energy LNCO ADRD SBUX MSFT BGS R

    Top 10 of 12 Positions
    $0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000 $16,000

    Consumer Cyclical
    Consumer Defensive Financial Services

    Equity Fund

    F JACK GE

    Symbol
    MSFT LNCO F BGS ADRD V MGI R JACK GE SBUX NOK TOTAL

    Company Name
    Microsoft Corporation Linn Co Ford Motor Company B&G Foods Inc BLDRS Developed Markets 100 ADR Index F Visa Inc Moneygram International Inc New Ryder System Inc Jack In The Box Inc General Electric Starbucks Corporation Nokia Corporation

    Current Price
    $27.28 $36.96 $11.05 $28.74 $19.76 $143.80 $12.96 $45.59 $25.27 $20.87 $50.57 $2.67

    Change in % Change Price in Price Quantity


    -$0.95 $0.38 $0.08 -$0.06 $0.08 $0.56 $0.01 -$0.01 $0.14 -$0.02 -$0.11 -$0.05 -3.35% 1.04% 0.73% -0.21% 0.42% 0.39% 0.08% -0.02% 0.56% -0.10% -0.22% -1.66% 179 225 141 86 300 97 34 45 54 36 100 50

    Total

    Sector
    $4,883.12 Technology $8,316.00 Energy $1,558.05 Consumer Cyclical $2,471.64 Consumer Defensive $5,928.00 Consumer Defensive $13,948.60 Financial Services $440.64 Industrials $2,051.55 Industrials $1,364.58 Consumer Cyclical $751.32 Industrials $5,057.00 Consumer Cyclical $133.50 Technology

    Industry
    Software - Infrastructure Oil & Gas E&P Auto Manufacturers Packaged Foods Packaged Foods Credit Services Business Services Rental & Leasing Services Restaurants Diversified Industrials Restaurants Communication Equipment

    Type
    Equity Equity Equity Equity Fund Equity Equity Equity Equity Equity Equity Equity

    Open
    $27.02 $36.51 $10.89 $28.75 $19.73 $142.60 $13.09 $45.30 $25.05 $20.60 $50.23 $2.64

    $46,904.00

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