JULY 1995
Onto July 95. SHARE PRICE continues up and is $18.12 a share, a good improvement. Now go to column 8, SHARES OWNED and subtract the 61 shares you sold last month from the 606 shares you already owned and you now own 545 shares. That since you sold stock last month, you know PORTFOLIO CONTROL does not change. Now multiply your new SHARES OWNED total of 545 X the SHARE PRICE of $18.12 and SHARE VALUE is $9,878. SAFE is 987. CASH went up last month. You had $4,160 and sold $963; so new CASH total is $5,123 which earned $26 INTEREST so your new CASH total is $5,149, write it down.
You're continuously reducing your risk. You started with 654 shares and now own 479 shares. Divide the $1,196 by $18.12 and you find you sold (66) shares, write in column 7. Again the last thing you do is figure PORTFOLIO VALUE which is $9,878 + $5, 49 equals $15,027, your ahead better than 50% in just over a year!