JANUARY 1995
Now January 95. Again start with SHARE PRICE. It's $11.62. Now go to column 8, SHARES OWNED. Again you did no buying or selling so they stay the same.
Now back to column 4, SHARE VALUE is always the number of shares X SHARE PRICE. Multiply column 8,597 shares X SHARE PRICE. Your SHARE VALUE is $6,940. Again SAFE is 10% so write 694 in column 5. Now CASH, again only INTEREST affected cash so add $20 to the CASH total and put $20 in column 12. Write it in. Again compare PORTFOLIO CONTROL and SHARE VALUE:
You can safely ignore buy and sell orders under $300. Again figure out your PORTFOLIO VALUE – it's $11,088. Easy isn't it. Keep checking your spreadsheet against mine and make sure the numbers agree. Remember to round off your number; you don't need to worry about cents (except for column 3, SHARE PRICE).