Long-Term Investment Portfolio Instructions

Instructions for Interpreting Long-Term Portfolio

1.       Company Name: Lists the name of the company along with the stock symbol.  

2.       Symbol: Provides the symbol fore which the stock/ETF trades under.

3.       Purchase Date: Indicates the date of when the stock was originally bought.

4.       Buy Price: Price at which to start an initial position at. Make sure to check back nightly for changes to the Buy Price as market conditions permit. 

5.       Initial Deposit: Dollar amount applied to each position listed.

6.       # of Shares: Total amount of shares in held in each position listed. 

7.       Avg. Purchase Price: Total cost basis per share for each of the stocks and ETF's listed.

8.      Current $ Amount: Total dollar amount currently in each holding.

9.   % of Portfolio: The percentage of how much of the portfolio is represented by the particular stock/ETF

10. Current Price: Current price per share for each holding in the portfolio. 

11. % Gain/Loss: Total percentage gain or loss for the portfolio as a whole and each stock/ETF individually.