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Investment Portfolio

Investment Portfolio. Lynn Davies. Apple Inc. (AAPL) Purchase Date: July 22, 2008 Purchased at: $149.00 (open) Amount Being Invested: $5,000 Number of Shares Bought: 34 5,000 / 149 = 33.55 = 34 shares. Apple Inc. Selling Date: April 23, 2009 Sold at: $126.62 (open)

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Investment Portfolio

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  1. Investment Portfolio Lynn Davies

  2. Apple Inc. • (AAPL) • Purchase Date: July 22, 2008 • Purchased at: $149.00 (open) • Amount Being Invested: $5,000 • Number of Shares Bought: 34 • 5,000 / 149 = 33.55 = 34 shares

  3. Apple Inc. • Selling Date: April 23, 2009 • Sold at: $126.62 (open) • Number of Shares Being Sold: 34 • Investment Performance: loss of $694.92 • 126.62 * 34 = 4,305.08 • 5,000 – 4,305.08

  4. Apple Inc. Individual Performance Chart (AAPL)

  5. Apple Inc.

  6. Verizon Communications Inc. • (VZ) • Purchase Date: July 22, 2008 • Purchased at: $34.97 (open) • Amount Being Invested: $5,000 • Number of Shares Bought: 143 • 5,000 / 34.97 = 142.97 = 143 shares

  7. Verizon Communications Inc. • Selling Date: April 23, 2009 • Sold at: $31.07 (open) • Number of Shares Being Sold: 143 • Investment Performance: loss of $556.99 • 31.07 * 143 = 4,443.01 • 5,000 – 4,443.01 = 556.99

  8. Verizon Communications Inc. Individual Performance Chart (VZ)

  9. Verizon Communications Inc.

  10. Net Gain/Loss • AAPL loss: $694.92 • VZ loss: $556.99 • Total Net Loss: $1,251.91 • Money Started With: $10,000 • Money Ended With: $8,748.09

  11. Money Not Lost

  12. Works Cited “Apple Inc. Charts.” MSN Money Central. 26 April 2009. Thomson Reuters. 26 April 2009. http://moneycentral.msn.com/investor/charts/chartdl.aspx?iax= 1&Symbol=AAPL “Verizon Communications Inc. Charts.” MSN Money Central. 26 April 2009. Thomson Reuters. 26 April 2009. http://moneycentral.msn.com/investor/charts/chartdl.aspx?iax= 1&Symbol=VZ

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