博文
WEEKLY REPORT 11
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| IRA ACCOUNT Invested $14,274 on Dec 29, and increased to | $12,955.99 | -9.12% | behind ARI | |||||
| 12/29/2017 | % | 3/16/2018 | ||||||
| SGI | 754.2765621 | 2.41% | 772.483358 | |||||
| PRICES | ARI | A SHARES | -9.12% | PRICES | A VALUES | M SHARE | M VALUES | |
| TOTAL | $ 14,277.00 | -0.15% | $ 14,255.46 | $12,955.99 | ||||
| SPAXX | $9,171.99 | |||||||
| CASH | 3 | 174 | 0 | |||||
| AAPL | $169.23 | 475.90 | 2.8121 | 5.19% | $178.02 | $ 500.62 | 0 | $0.00 |
| AXP | $99.31 | 475.90 | 4.7921 | -3.73% | $95.61 | $ 458.17 | 0 | $0.00 |
| BA | $294.91 | 475.90 | 1.6137 | 12.06% | $330.47 | $ 533.28 | 0 | $0.00 |
| CAT | $157.58 | 475.90 | 3.0201 | -0.71% | $156.46 | $ 472.52 | 0 | $0.00 |
| CSCO | $38.30 | 475.90 | 12.4256 | 17.52% | $45.01 | $ 559.28 | 0 | $0.00 |
| CVX | $125.19 | 475.90 | 3.8014 | -7.82% | $115.40 | $ 438.68 | 0 | $0.00 |
| DIS | $107.51 | 475.90 | 4.4266 | -4.32% | $102.87 | $ 455.36 | 0 | $0.00 |
| DWDP | $71.22 | 475.90 | 6.6821 | -4.58% | $67.96 | $ 454.12 | 0 | $0.00 |
| GE | $17.45 | 475.90 | 27.2722 | -17.99% | $14.31 | $ 390.27 | 0 | $0.00 |
| GS | $254.76 | 475.90 | 1.8680 | 5.04% | $267.60 | $ 499.89 | 0 | $0.00 |
| HD | $189.53 | 475.90 | 2.5109 | -5.58% | $178.96 | $ 449.36 | 0 | $0.00 |
| IBM | $153.42 | 475.90 | 3.1019 | 4.46% | $160.26 | $ 497.12 | 0 | $0.00 |
| INTC | $46.16 | 475.90 | 10.3098 | 10.85% | $51.17 | $ 527.55 | 0 | $0.00 |
| JNJ | $139.72 | 475.90 | 3.4061 | -4.32% | $133.68 | $ 455.33 | 0 | $0.00 |
| JPM | $106.94 | 475.90 | 4.4502 | 7.95% | $115.44 | $ 513.73 | 0 | $0.00 |
| KO | $45.88 | 475.90 | 10.3727 | -5.27% | $43.46 | $ 450.80 | 0 | $0.00 |
| MCD | $172.12 | 475.90 | 2.7649 | -5.67% | $162.36 | $ 448.91 | 0 | $0.00 |
| MMM | $235.37 | 475.90 | 2.0219 | 0.79% | $237.22 | $ 479.64 | 0 | $0.00 |
| MRK | $56.27 | 475.90 | 8.4574 | -1.07% | $55.67 | $ 470.83 | 0 | $0.00 |
| MSFT | $85.54 | 475.90 | 5.5635 | 10.59% | $94.60 | $ 526.31 | 40 | $3,784.00 |
| NKE | $62.55 | 475.90 | 7.6083 | 5.37% | $65.91 | $ 501.46 | 0 | $0.00 |
| PFE | $36.22 | 475.90 | 13.1391 | 1.55% | $36.78 | $ 483.26 | 0 | $0.00 |
| PG | $91.88 | 475.90 | 5.1796 | -14.05% | $78.97 | $ 409.03 | 0 | $0.00 |
| TRV | $135.64 | 475.90 | 3.5086 | 4.19% | $141.32 | $ 495.83 | 0 | $0.00 |
| UNH | $220.46 | 475.90 | 2.1587 | 3.36% | $227.86 | $ 491.87 | 0 | $0.00 |
| UTX | $127.57 | 475.90 | 3.7305 | 0.60% | $128.33 | $ 478.74 | 0 | $0.00 |
| V | $114.02 | 475.90 | 4.1738 | 9.22% | $124.53 | $ 519.77 | 0 | $0.00 |
| VZ | $52.93 | 475.90 | 8.9911 | -8.26% | $48.56 | $ 436.61 | 0 | $0.00 |
| WMT | $98.75 | 475.90 | 4.8192 | -9.70% | $89.17 | $ 429.73 | 0 | $0.00 |
| XOM | $83.64 | 475.90 | 5.6899 | -10.19% | $75.12 | $ 427.42 | 0 | $0.00 |
| CASH ACCOUNT Invested $57,756 on Dec 29 and increased to | $59,581.94 | -5.83% | behind ARI | |||||
| 12/29/2017 | % | 3/16/2018 | ||||||
| SGI | 754.2765621 | 2.41% | 772.483358 | |||||
| PRICES | ARI | A SHARES | -5.64% | PRICES | A VALUES | M SHARE | M VALUES | |
| TOTAL | $ 62,756.00 | -0.15% | $ 62,661.34 | $59,128.49 | ||||
| SPAXX | $5,473.29 | |||||||
| CASH | 3 | 2046.06 | ||||||
| AAPL | $169.23 | 2091.87 | 12.3611 | 3.71% | $178.02 | $ 2,200.52 | 20 | $3,560.40 |
| AXP | $99.31 | 2091.87 | 21.0640 | -0.51% | $95.61 | $ 2,013.93 | 0 | $0.00 |
| BA | $294.91 | 2091.87 | 7.0932 | 20.94% | $330.47 | $ 2,344.10 | 0 | $0.00 |
| CAT | $157.58 | 2091.87 | 13.2750 | 3.07% | $156.46 | $ 2,077.00 | 0 | $0.00 |
| CSCO | $38.30 | 2091.87 | 54.6179 | 14.88% | $45.01 | $ 2,458.35 | 0 | $0.00 |
| CVX | $125.19 | 2091.87 | 16.7095 | -10.06% | $115.40 | $ 1,928.28 | 0 | $0.00 |
| DIS | $107.51 | 2091.87 | 19.4574 | -0.24% | $102.87 | $ 2,001.58 | 0 | $0.00 |
| DWDP | $71.22 | 2091.87 | 29.3719 | 2.86% | $67.96 | $ 1,996.11 | 0 | $0.00 |
| GE | $17.45 | 2091.87 | 119.8777 | -16.96% | $14.31 | $ 1,715.45 | 400 | $5,724.00 |
| GS | $254.76 | 2091.87 | 8.2111 | 4.71% | $267.60 | $ 2,197.30 | 0 | $0.00 |
| HD | $189.53 | 2091.87 | 11.0371 | -0.62% | $178.96 | $ 1,975.20 | 0 | $0.00 |
| IBM | $153.42 | 2091.87 | 13.6349 | 1.37% | $160.26 | $ 2,185.13 | 40 | $6,410.40 |
| INTC | $46.16 | 2091.87 | 45.3177 | 3.40% | $51.17 | $ 2,318.91 | 0 | $0.00 |
| JNJ | $139.72 | 2091.87 | 14.9718 | -5.51% | $133.68 | $ 2,001.44 | 0 | $0.00 |
| JPM | $106.94 | 2091.87 | 19.5611 | 9.70% | $115.44 | $ 2,258.14 | 30 | $3,463.20 |
| KO | $45.88 | 2091.87 | 45.5943 | -4.01% | $43.46 | $ 1,981.53 | 0 | $0.00 |
| MCD | $172.12 | 2091.87 | 12.1535 | -5.26% | $162.36 | $ 1,973.25 | 20 | $3,247.20 |
| MMM | $235.37 | 2091.87 | 8.8876 | 0.70% | $237.22 | $ 2,108.31 | 20 | $4,744.40 |
| MRK | $56.27 | 2091.87 | 37.1755 | -2.49% | $55.67 | $ 2,069.56 | 0 | $0.00 |
| MSFT | $85.54 | 2091.87 | 24.4548 | 9.96% | $94.60 | $ 2,313.43 | 120 | $11,352.00 |
| NKE | $62.55 | 2091.87 | 33.4431 | 8.97% | $65.91 | $ 2,204.24 | 0 | $0.00 |
| PFE | $36.22 | 2091.87 | 57.7545 | 0.11% | $36.78 | $ 2,124.21 | 0 | $0.00 |
| PG | $91.88 | 2091.87 | 22.7674 | -11.79% | $78.97 | $ 1,797.94 | 0 | $0.00 |
| TRV | $135.64 | 2091.87 | 15.4222 | 3.02% | $141.32 | $ 2,179.46 | 0 | $0.00 |
| UNH | $220.46 | 2091.87 | 9.4886 | 4.40% | $227.86 | $ 2,162.08 | 30 | $6,835.80 |
| UTX | $127.57 | 2091.87 | 16.3978 | 4.37% | $128.33 | $ 2,104.33 | 0 | $0.00 |
| V | $114.02 | 2091.87 | 18.3465 | 7.81% | $124.53 | $ 2,284.69 | 20 | $2,490.60 |
| VZ | $52.93 | 2091.87 | 39.5214 | -8.77% | $48.56 | $ 1,919.16 | 120 | $5,827.20 |
| WMT | $98.75 | 2091.87 | 21.1835 | -5.93% | $89.17 | $ 1,888.93 | 0 | $0.00 |
| XOM | $83.64 | 2091.87 | 25.0104 | -7.31% | $75.12 | $ 1,878.78 | 0 | $0.00 |
https://blog.sciencenet.cn/blog-333331-1104366.html
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