In: Finance
Please find the gain/loss for each week.
Total profit gained or loss for all 4 weeks.
summarize the comparison between the 5 investments compared to S&P 500.
Week 1 | Week 2 | Week 3 | Week 4 | ||||
10-Jun | 17-Jun | 24-Jun | 1-Jul | Recap for June | |||
Value/Share | Value/Share | Value/Share | Value/Share | ||||
GOOG | $1,080.38 | $1,092.50 | $1,115.52 | $1,097.95 | |||
ORCL | Oracle | $54.01 | $53.13 | $56.74 | $58.01 | ||
PG | Procter & Gamble | $108.72 | $110.99 | $112.33 | $110.49 | ||
AAPL | Apple | $192.58 | $193.89 | $198.58 | $201.55 | ||
AMZN | Amazon | $1,860.63 | $1,886.03 | $1,913.90 | $1,922.19 | ||
Total Amount | |||||||
DJIA | $26,062.00 | $26,112.00 | $26,719.13 | $26,717.00 | 7.19% | ||
S&P 500 Stock Index | $2,886.00 | $2,889.00 | $2,950.46 | $2,964.00 | 6.89% | ||
Russell 2000 Index - Small | $1,523.56 | $1,532.75 | $1,530.08 | $1,569.00 | 6.86% | ||
Nasdaq | $7,823.00 | $7,845.00 | $8,031.71 | $8,091.00 | 7.42% | ||
Shares Purchased Wk 1 | Investment Amount Week 1 | Week 2 Gain/Loss | Week 3 Gain/Loss | Week 4 Gain/Loss | Total Profit Gained/Loss | ||
GOOG | 2 | $2,160.74 | |||||
ORCL | Oracle | 38 | $2,052.38 | ||||
PG | Procter & Gamble | 18 | $1,956.96 | ||||
AAPL | Apple | 10 | $1,925.80 | ||||
AMZN | Amazon | 1 | $1,860.63 | ||||
$9,956.51 | |||||||
Please see the table below. Please be guided by the second rows to understand the mathematics. Figures in parenthesis, if any, mean negative values. All financials are in $. The columns highlighted in yellow contain your answers.
Week 1 | Week 2 | Week 3 | Week 4 | ||||
10-Jun | 17-Jun | 24-Jun | 1-Jul | ||||
Value/Share | Value/Share | Value/Share | Value/Share | ||||
A | B | C | D | ||||
GOOG | $1,080.38 | $1,092.50 | $1,115.52 | $1,097.95 | |||
ORCL | Oracle | $54.01 | $53.13 | $56.74 | $58.01 | ||
PG | Procter & Gamble | $108.72 | $110.99 | $112.33 | $110.49 | ||
AAPL | Apple | $192.58 | $193.89 | $198.58 | $201.55 | ||
AMZN | Amazon | $1,860.63 | $1,886.03 | $1,913.90 | $1,922.19 | ||
Shares Purchased Wk 1 | Investment Amount Week 1 | Week 2 Gain/Loss | Week 3 Gain/Loss | Week 4 Gain/Loss | Total Profit Gained/Loss | ||
N | G1 = (B - A) x N | G2 = (C - B) x N | G3 = (D - C) x N | G1 + G2 + G3 | |||
GOOG | 2.00 | $2,160.74 | 24.24 | 46.04 | (35.14) | 35.14 | |
ORCL | Oracle | 38.00 | $2,052.38 | (33.44) | 137.18 | 48.26 | 152.00 |
PG | Procter & Gamble | 18.00 | $1,956.96 | 40.86 | 24.12 | (33.12) | 31.86 |
AAPL | Apple | 10.00 | $1,925.80 | 13.10 | 46.90 | 29.70 | 89.70 |
AMZN | Amazon | 1.00 | $1,860.63 | 25.40 | 27.87 | 8.29 | 61.56 |
Total | $9,956.51 | 70.16 | 282.11 | 17.99 | 370.26 |