Download as docx, pdf, or txt
Download as docx, pdf, or txt
You are on page 1of 2

2.4 Income plan regarding stable growth with reinvested dividends.

(Annual analysis and assuming thath the company won’t stop paying
dividends.)
Supposed Balance: $100
Chosen companyes and funds to invest in and money spread:
Microsoft: $20
Apple:$25
Amazon:$20
A&P500:$35

Pie graph Protion

Microsoft Apple Amazon S&P500

Example senario fort the next year (increase of decrease in share


values):
Amazon: Down by 0.87%
These values mean the
Apple: Up by 3.9%
increase or decrasue in
Microsoft: Up by 8.7% the initial invested
S&P500: Up by 3.2% money in the portfolio.

You might also like