Centre county Pennsylvania, USA | Below is example of recent virtual portfolio for US index ETF funds.
Period for this example is same as period for earlier examples of virtual portfolios for stocks.
US MARKET INDEX ETF VIRTUAL PORTFOLIO
Initial Value, mark to market 2018-08-13
security____shares________value
IWM ________ 24.0 _______ 3997.2
QQQ ________ 22.0 _______ 3967.04
DIA ________ 16.0 _______ 4032.64
SPY ________ 14.0 _______ 3949.4
total____________________15946.28
Current Value, mark to market 2018-08-31
security____shares________value
IWM ________ 24.0 _______ 4152.48
QQQ ________ 22.0 _______ 4106.3
DIA ________ 16.0 _______ 4157.6
SPY ________ 14.0 _______ 4064.34
total____________________16480.72
Value Change (Current Value - Initial Value)
security______value change
IWM ___________ 155.28
QQQ ___________ 139.26
DIA ___________ 124.96
SPY ___________ 114.94
total___________534.44, or 3.35% |
Virtual Portfolio, recent examples
