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:          (The #Shares X Price per share)

                                                                                                                  

 

Commission at $9.95                                                                                   

(Assumed Rate - Ameritrade/Scott Trade etc)

 

“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                                                  
(copy from above)

 

Increase/Decrease                                                                                           
(Value two weeks ago - value today)   

% Return on Investment                                                                           

(Increase/Decrease divided by “net investment”)