SEPTEMBER 1995
Onto September 95. SHARE PRICE is $20.75. Okay, go to SHARES OWNED and PORTFOLIO CONTROL and you know since you sold last month, PORTFOLIO CONTROL stays the same and SHARES OWNED decreases by the number of shares sold. So copy in SHARES OWNED (479 – 37 = 442) and PORTFOLIO CONTROL is the same as it was last month. Now multiply 442 X $20.75 and your share value is $9,172. Looks good doesn't it? SAFE is 917 and CASH is $6,377 + $712 + $35 INTEREST and is now $7,124. Again compare PORTFOLIO CONTROL and SHARE VALUE, it's a pleasure. You know what to do:
Have you been remembering to put ( ) around SELL ADVICE and SELL MARKET ORDERS? It's important, go back to last month and check. Again, write the number of shares sold (560 divided by $20.75) = (27 in column 7). Now for a pleasant chore, figuring PORTFOLIO VALUE. Add $9,172 + $7,124 = $16,230.