Question

Review the performance of your stock choices in your TDAU thinkorswim portfolio and consider recent financial news, industry news, financial statements, and financial indicators (e.g., ratios) to determine your next steps. What are your next steps? Is it time to invest more in some of your companies? Maybe it's time to sell off shares in other companies. Consider making these types of changes to your portfolio before you start participating in this discussion.

In your main post, respond to the following:

• Portfolio Overview
  • What is the current value of your portfolio? (Include "as of" date.)
  • What is your portfolio's rate of return? (Include "as of" date.)
  • Summarize the changes you have made to your portfolio (if any) since your initial purchases in Module Two. If you have not made any changes, explain why.
  • Explain why you have made your decisions.
• How is your portfolio diversified?
• Convince your classmates that they should invest in your stock choices too.

Answer 1

ANSWER;

Portfolio Overview

1. As of 7^th June, the current value of the portfolio is +1.33%($266.86) with a net liquidity of $20,266.86.
2. As of 7^th June the portfolio’s rate of return is 1.77%. [(266.86*1.33%) / 2]
3. My initial purchases in module two was Walmart, Microsoft, and JCpennys. I made some changes in my portfolio after that. I kept Microsoft, sold Walmart and added a new stock DSI. Since nothing is mentioned in the question about JCpennys we assume that we are keeping that stock. So, now my portfolio has Microsoft, DSI and JCpennys. After that I bought 100 shares of Microsoft and 100 shares of DSI.
4. I kept Microsoft because it was showing a remarkable increase in P&L which would prove profitable for my portfolio. I even bought 100 shares more to add to my portfolio.

I sold Walmart because it was underperforming and I was not getting the expected returns. I lost quite a bit on this one so I decided to sell it.

I bought a new stock DSI as this stock was showing an increase in P&L. I purchased 100 shares of DSI. Having such share in my portfolio would be profitable for me.

As nothing is mentioned in the question about JCpennys stock, we are assuming that we are holding it.

Portfolio Diversified

I think that my portfolio is diversified because some of my stocks are affected by the current trade issues and some are not. My portfolio is diversified because each stock is in a separate market from each other, therefore if there is any downfall in one market which would lead to affecting the stocks in there, the other stocks which are in separate market would not be affected.

Convincing Classmates

The stocks I have chosen have a history of steadily increasing over the years. There may be slight up and down, but on continuous analysis you will find that my stocks have continuously grown in value. So, I would like you to go through my analysis and invest in my stock choices.