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Published byAnn Butler Modified over 8 years ago
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Josh Rodriguez
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Stocks I Bought StockDatePriceFeesWhy MasterCard MA 10/11$32,951.00$659.02Research had indicated it would yield a high gain. Zumiez ZUMZ 10/11$3,286.50$65.73Diversify portfolio. Cabot Oil & Gas COG 10/11$6,757.50$132.50Research had indicated it would yield a high gain. Intuitive Surgical Inc. ISRG 10/11$38,411.00$768.22Research had indicated it would yield a high gain. Yum Brands YUM 10/11$7,782.00$155.64Diversify Portfolio. Cerner Corp. CERN 10/24$13,690.00$273.80Read about it in an article, said it would be good.
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Sold StockDatePriceFeesWhy ISRG10/20$40,165.74$837.63Had a history of violent ups and downs. CERN11/07$12,237.58$255.21Losing money. ZUMZ11/07$3,261.46$68.02 Was losing me money for a while, finally sold when it started making a profit.
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My Portfolio NameIndustry MasterCard MA Credit cards Cabot Oil & Gas COG Oil and fuel Yum! YUM Food I feel that I own a diverse portfolio because I have shares in different industries. It’s important to do so because if one goes under, you won’t lose all your money and will still have some for the future.
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Rank & Equity DateRankEquity 10/17155/619$100,599.91 10/2449/870$101,932.79 10/31Storm 11/0733/919$104,897.67 11/149/934$106,354.29 11/2112/951$103,799.67 11/2812/962$101,694.44 12/0512/989$106,433.69 12/1221/989$106,090.95 12/1928/989$103,844.72
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MasterCard MA DatePrice 10/14$341.58 10/21$333.40 10/28$354.58 11/04$360.09 11/11$370.15 11/18$360.42 11/25$346.20 12/02$378.38 12/09$377.42 12/16$362.16
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Cabot Oil & Gas Corp.COG DatePrice 10/14$68.32 10/21$70.29 10/28$80.20 11/04$83.64 11/11$88.06 11/18$82.14 11/25$76.69 12/02$86.41 12/09$81.18 12/16$74.17
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Yum! BrandsYUM DatePrice 10/14$52.14 10/21$53.74 10/28$54.14 11/04$53.98 11/11$55.81 11/18$53.84 11/25$52.72 12/02$56.25 12/09$57.96 12/16$57.70
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ZumiezZUMZ DatePrice 10/14$21.66 10/21$21.96 10/28$23.45 11/04$22.45 11/07$22.65
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Intuitive Surgical Inc.ISRG DatePrice 10/14$393.38 10/20$418.41 10/28$436.53
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Cerner Corp.CERN DatePrice 10/24$68.45 10/28$65.10 11/04$63.73 11/07$63.74
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What I Learned Buying and holding a stock is more beneficial than having it for a short period of time The stock market is best used for making sure that you have enough money for retirement Investing in different industries is very important
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