AUGUST 1995
Onto August 95. SHARE PRICE is up to $19.50 PORTFOLIO CONTROL stayed the same, and SHARES OWNED decreased (545 – 66 = 479), so write them in. 479 X $19.50 = a SHARE VALUE of $9,341. SAFE is 934. CASH is $5,149+ $1,196 + $32 INTEREST, so your new total is $6,377. Again compare PORTFOLIO CONTROL and SHARE VALUE. SHARE VALUE is higher than PORTFOLIO CONTROL. If SHARE VALUE is higher than PORTFOLIO CONTROL, you have a sell signal. If SHARE VALUE is on top, think S for sell; if PORTFOLIO CONTROL is on top, think P for purchase, it's so simple. Your calculations look like this:
Divide $712 by the selling price and you find you sold (37) shares, write in column 7. Again figure your PORTFOLIO VALUE to end the month. It's $9,341 + $6,377 = $15,718.