Fictitious Portfolio Worksheet

 

Company Name:                                                                                               

 

Stock Symbol:                                                                                            

 

What Exchange:                                                                                         

 

Website Address Used to access information:                                                

 

Date:                                                                                                           

 

Price on this Date:                                                                                        

 

Gross Investment on this date:          (#Shares X Price per share)

                                                                                                                  

 

Commission at 1%                                                                                       

(Assumed Rate)

 

“Net Investment”                                                                                      

(Gross Investment + Commission)

 

 

Calculation of Return:  At Least Two Weeks Later

 

 

Date:                                                                                                           

 

Current Price per share:                                                                             

 

Current Value of Investment:                                                                    

 

“Net Investment” or Original Investment                                                  

 

Increase/Decrease                                                                                                         

% Return on Investment                                                                               

(Increase/Decrease divided by “net investment”)