The Investment Project: Portfolio By: Jackie Stewart.

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Presentation transcript:

The Investment Project: Portfolio By: Jackie Stewart

My Investments Stock: Stock: Nationwide Health Properties Inc. (NHP) Nationwide Health Properties Inc. (NHP) Invested $5,000 Invested $5,000 Mutual Fund: Mutual Fund: Calamos Evolving World Growth I (CNWIX) Calamos Evolving World Growth I (CNWIX) Invested $5,000 Invested $5,000

STOCK – Nationwide Health Properties Inc. (NHP) Invested $5,000 Invested $5,000 Bought shares costing $18.78 each on 12/1/08 Bought shares costing $18.78 each on 12/1/08 Received dividends of $0.44 on 2/11, 5/13, 8/12, and 11/10 Received dividends of $0.44 on 2/11, 5/13, 8/12, and 11/10 Sold them on 12/1/09 for $34.07 each Sold them on 12/1/09 for $34.07 each Total= $9, Total= $9, Money Gain= $4, Money Gain= $4,070.80

NHP Chart

MUTUAL FUND - Calamos Evolving World Growth I (CNWIX) Invested $5,000 Invested $5,000 Bought shares for $6.52 each on December 1, 2008 Bought shares for $6.52 each on December 1, 2008 Received dividend of $0.067 on 12/18 Received dividend of $0.067 on 12/18 Sold them for $11.13 on December 1, 2009 Sold them for $11.13 on December 1, 2009 Total= $8, Total= $8, Money Gain= $3, Money Gain= $3,535.26

CNWIX Chart

NHP vs. CNWIX NHP NHP gained $4, gained $4, CNWIX CNWIX gained $3, gained $3, NHP stock gained $ more than CNWIX mutual fund NHP stock gained $ more than CNWIX mutual fund

NHP vs. CNWIX Chart

Results I split my $10,000 into a stock and a mutual fund I split my $10,000 into a stock and a mutual fund Both investments did very well Both investments did very well After one year I cashed in my investments and I had $17, which means I gained $7, After one year I cashed in my investments and I had $17, which means I gained $7,606.06

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