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Stock Portfolio Performance Analysis

This document summarizes Aketzally Ramirez's stock portfolio, including 10 stocks, their number of shares, purchase price, current price, value, gain or loss, and percentage change. The total current value of the portfolio is $9,961.44, with an overall loss of $38.56 or -3.86% compared to the initial $10,000 investment. Dunkin Brands has seen the largest decline in value at -7.90%, while BetaCoffee shares are roughly even at +0.07%.

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35 views1 page

Stock Portfolio Performance Analysis

This document summarizes Aketzally Ramirez's stock portfolio, including 10 stocks, their number of shares, purchase price, current price, value, gain or loss, and percentage change. The total current value of the portfolio is $9,961.44, with an overall loss of $38.56 or -3.86% compared to the initial $10,000 investment. Dunkin Brands has seen the largest decline in value at -7.90%, while BetaCoffee shares are roughly even at +0.07%.

Uploaded by

api-311822927
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Aketzally Ramirez Stock Profoilo

Stock
Symbole
SCVL
FL
NKE
SBUX
Coffee
MSFT
GOOG
AMZN
MCD
DNKN

Stock
Number Base
Base
Current
Current
Gain
%
Name
Shares
Pirce
Value
Price
Value
Loss
Change
Sheo Carnival 39.68
25.20
1,000.00
26.55
1,053.57
53.57
5.36%
Footlocker
16.14
61.96
1,000.00
63.65
1,027.28
27.28
2.73%
Nike
16.54
60.45
1,000.00
61.63
1,019.52
19.52
1.95%
StarBucks
17.36
57.60
1,000.00
58.51
1,015.80
15.80
1.58%
BetaCoffee
74.63
13.40
1,000.00
13.41
1,000.75
0.75
0.07%
Microsfot
18.31
54.62
1,000.00
54.20
992.31
(7.69)
-0.77%
Google
1.35
741.62
1,000.00
734.03
989.77
(10.23)
-1.02%
Amzon
1.69
592.29
1,000.00
578.02
975.91
(24.09)
-2.41%
Mcdonalds
7.84
127.55
1,000.00
123.15
965.50
(34.50)
-3.45%
Dunkin
20.56
48.63
1,000.00
44.79
921.04
(78.96)
-7.90%
$ 1,000.00
$ 9,961.44 $ (38.56)
-3.86%

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