OCTOBER 1995
Onto October 95. SHARE PRICE is $20.50. Go to column 8. Since you sold 27 shares last month, subtract 27 from the 442 shares you previously owned and now you own 415 shares. Write it in. Now SHARE VALUE is 415 X $20.50 = $8,508. SAFE is 850. CASH continues to go up. Add the $560 from the stock you sold last month to this month's CASH ($7,124 + $560 = $7,684 + $38 INTEREST = $7,722). Write it in. Again compare SHARE VALUE and PORTFOLIO CONTROL and again SHARE VALUE is bigger. So make the calculations:
All that's left is to figure PORTFOLIO VALUE which is $8,508 + $7,723 = $16,231.