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WEEKLY REPORT 03
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IRA ACCOUNT
| IRA ACCOU Invested $14,274 on Dec 29, and increased to | $13,809.60 | -7.31% | behind ARI | |||||
| 12/29/2017 | % | 1/19/2018 | ||||||
| SGI | 754.2765621 | 6.44% | 802.8742322 | |||||
| PRICES | ARI | A SHARES | -7.31% | PRICES | A VALUES | M SHARE | M VALUES | |
| TOTAL | $ 14,277.00 | 4.36% | $ 14,898.94 | $13,809.60 | ||||
| SPAXX | $7,305.60 | |||||||
| CASH | 1 | 58 | 0 | |||||
| AAPL | $169.23 | 475.90 | 2.8121 | 5.45% | $178.46 | $ 501.86 | 0 | $0.00 |
| AXP | $99.31 | 475.90 | 4.7921 | -1.29% | $98.03 | $ 469.77 | 0 | $0.00 |
| BA | $294.91 | 475.90 | 1.6137 | 14.52% | $337.73 | $ 545.00 | 0 | $0.00 |
| CAT | $157.58 | 475.90 | 3.0201 | 8.14% | $170.41 | $ 514.65 | 0 | $0.00 |
| CSCO | $38.30 | 475.90 | 12.4256 | 7.81% | $41.29 | $ 513.05 | 0 | $0.00 |
| CVX | $125.19 | 475.90 | 3.8014 | 4.88% | $131.30 | $ 499.13 | 0 | $0.00 |
| DIS | $107.51 | 475.90 | 4.4266 | 2.86% | $110.59 | $ 489.53 | 0 | $0.00 |
| DWDP | $71.22 | 475.90 | 6.6821 | 6.73% | $76.01 | $ 507.91 | 0 | $0.00 |
| GE | $17.45 | 475.90 | 27.2722 | -6.82% | $16.26 | $ 443.45 | 400 | $6,504.00 |
| GS | $254.76 | 475.90 | 1.8680 | 0.53% | $256.12 | $ 478.44 | 0 | $0.00 |
| HD | $189.53 | 475.90 | 2.5109 | 6.23% | $201.33 | $ 505.53 | 0 | $0.00 |
| IBM | $153.42 | 475.90 | 3.1019 | 5.83% | $162.37 | $ 503.66 | 0 | $0.00 |
| INTC | $46.16 | 475.90 | 10.3098 | -2.90% | $44.82 | $ 462.08 | 0 | $0.00 |
| JNJ | $139.72 | 475.90 | 3.4061 | 5.47% | $147.36 | $ 501.92 | 0 | $0.00 |
| JPM | $106.94 | 475.90 | 4.4502 | 5.68% | $113.01 | $ 502.91 | 0 | $0.00 |
| KO | $45.88 | 475.90 | 10.3727 | 2.79% | $47.16 | $ 489.18 | 0 | $0.00 |
| MCD | $172.12 | 475.90 | 2.7649 | 2.32% | $176.12 | $ 486.96 | 0 | $0.00 |
| MMM | $235.37 | 475.90 | 2.0219 | 5.44% | $248.18 | $ 501.80 | 0 | $0.00 |
| MRK | $56.27 | 475.90 | 8.4574 | 8.90% | $61.28 | $ 518.27 | 0 | $0.00 |
| MSFT | $85.54 | 475.90 | 5.5635 | 5.21% | $90.00 | $ 500.71 | 0 | $0.00 |
| NKE | $62.55 | 475.90 | 7.6083 | 7.45% | $67.21 | $ 511.35 | 0 | $0.00 |
| PFE | $36.22 | 475.90 | 13.1391 | 1.99% | $36.94 | $ 485.36 | 0 | $0.00 |
| PG | $91.88 | 475.90 | 5.1796 | -0.88% | $91.07 | $ 471.70 | 0 | $0.00 |
| TRV | $135.64 | 475.90 | 3.5086 | 1.63% | $137.85 | $ 483.65 | 0 | $0.00 |
| UNH | $220.46 | 475.90 | 2.1587 | 10.38% | $243.35 | $ 525.31 | 0 | $0.00 |
| UTX | $127.57 | 475.90 | 3.7305 | 6.53% | $135.90 | $ 506.98 | 0 | $0.00 |
| V | $114.02 | 475.90 | 4.1738 | 7.61% | $122.70 | $ 512.13 | 0 | $0.00 |
| VZ | $52.93 | 475.90 | 8.9911 | -1.93% | $51.91 | $ 466.73 | 0 | $0.00 |
| WMT | $98.75 | 475.90 | 4.8192 | 5.91% | $104.59 | $ 504.04 | 0 | $0.00 |
| XOM | $83.64 | 475.90 | 5.6899 | 4.20% | $87.15 | $ 495.87 | 0 | $0.00 |
CASH ACCOUNT
| CASH ACCOU Invested $57,756 on Dec 29 and increased to | $56,911.78 | -5.58% | behind ARI | |||||
| 12/29/2017 | % | 1/19/2018 | ||||||
| SGI | 754.2765621 | 6.44% | 802.8742322 | |||||
| PRICES | ARI | A SHARES | -5.58% | PRICES | A VALUES | M SHARE | M VALUES | |
| TOTAL | $ 57,756.00 | 4.36% | $ 60,272.00 | $56,911.78 | ||||
| SPAXX | $9,746.38 | |||||||
| CASH | 1 | 682.02 | 0 | |||||
| AAPL | $169.23 | 1925.20 | 11.3762 | 5.45% | $178.46 | $ 2,030.20 | 0 | $0.00 |
| AXP | $99.31 | 1925.20 | 19.3858 | -1.29% | $98.03 | $ 1,900.39 | 0 | $0.00 |
| BA | $294.91 | 1925.20 | 6.5281 | 14.52% | $337.73 | $ 2,204.73 | 0 | $0.00 |
| CAT | $157.58 | 1925.20 | 12.2173 | 8.14% | $170.41 | $ 2,081.95 | 0 | $0.00 |
| CSCO | $38.30 | 1925.20 | 50.2663 | 7.81% | $41.29 | $ 2,075.50 | 0 | $0.00 |
| CVX | $125.19 | 1925.20 | 15.3782 | 4.88% | $131.30 | $ 2,019.16 | 0 | $0.00 |
| DIS | $107.51 | 1925.20 | 17.9072 | 2.86% | $110.59 | $ 1,980.35 | 0 | $0.00 |
| DWDP | $71.22 | 1925.20 | 27.0317 | 6.73% | $76.01 | $ 2,054.68 | 0 | $0.00 |
| GE | $17.45 | 1925.20 | 110.3266 | -6.82% | $16.26 | $ 1,793.91 | 1200 | $19,512.00 |
| GS | $254.76 | 1925.20 | 7.5569 | 0.53% | $256.12 | $ 1,935.48 | 0 | $0.00 |
| HD | $189.53 | 1925.20 | 10.1578 | 6.23% | $201.33 | $ 2,045.06 | 30 | $6,039.90 |
| IBM | $153.42 | 1925.20 | 12.5486 | 5.83% | $162.37 | $ 2,037.51 | 0 | $0.00 |
| INTC | $46.16 | 1925.20 | 41.7071 | -2.90% | $44.82 | $ 1,869.31 | 200 | $8,964.00 |
| JNJ | $139.72 | 1925.20 | 13.7790 | 5.47% | $147.36 | $ 2,030.47 | 0 | $0.00 |
| JPM | $106.94 | 1925.20 | 18.0026 | 5.68% | $113.01 | $ 2,034.48 | 30 | $3,390.30 |
| KO | $45.88 | 1925.20 | 41.9616 | 2.79% | $47.16 | $ 1,978.91 | 120 | $5,659.20 |
| MCD | $172.12 | 1925.20 | 11.1852 | 2.32% | $176.12 | $ 1,969.94 | 0 | $0.00 |
| MMM | $235.37 | 1925.20 | 8.1795 | 5.44% | $248.18 | $ 2,029.98 | 0 | $0.00 |
| MRK | $56.27 | 1925.20 | 34.2136 | 8.90% | $61.28 | $ 2,096.61 | 0 | $0.00 |
| MSFT | $85.54 | 1925.20 | 22.5064 | 5.21% | $90.00 | $ 2,025.58 | 40 | $3,600.00 |
| NKE | $62.55 | 1925.20 | 30.7786 | 7.45% | $67.21 | $ 2,068.63 | 0 | $0.00 |
| PFE | $36.22 | 1925.20 | 53.1530 | 1.99% | $36.94 | $ 1,963.47 | 0 | $0.00 |
| PG | $91.88 | 1925.20 | 20.9534 | -0.88% | $91.07 | $ 1,908.23 | 0 | $0.00 |
| TRV | $135.64 | 1925.20 | 14.1935 | 1.63% | $137.85 | $ 1,956.57 | 0 | $0.00 |
| UNH | $220.46 | 1925.20 | 8.7326 | 10.38% | $243.35 | $ 2,125.09 | 0 | $0.00 |
| UTX | $127.57 | 1925.20 | 15.0913 | 6.53% | $135.90 | $ 2,050.91 | 0 | $0.00 |
| V | $114.02 | 1925.20 | 16.8848 | 7.61% | $122.70 | $ 2,071.76 | 0 | $0.00 |
| VZ | $52.93 | 1925.20 | 36.3726 | -1.93% | $51.91 | $ 1,888.10 | 0 | $0.00 |
| WMT | $98.75 | 1925.20 | 19.4957 | 5.91% | $104.59 | $ 2,039.05 | 0 | $0.00 |
| XOM | $83.64 | 1925.20 | 23.0177 | 4.20% | $87.15 | $ 2,005.99 | 0 | $0.00 |
https://blog.sciencenet.cn/blog-333331-1095881.html
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