Stock Trends Weekly Reporter

2021-12-17_7002_Stock Market Challenge - Stock Trends Slots

Performance Summary for the Random Portfolio generated by the Stock Trends Slots game play -
2021-12-17_7002_Stock Market Challenge - Stock Trends Slots

Week ending Fri 21 Jan 2022

Transactions

Position
No.
Stock BUYS Stop Loss SELLS Realized
Gain/ (Loss)
name symbol shares date price comm. cost
adjs
net cost date wks
held
sell
trigger
price comm. proc.
adjs
net
proceeds
$ %
  No transactions for current week                                  
  Totals (0 Buys; 0 Sells)         0 0 0     0     0 0 0 0  

Current Holdings

Position
No.
Stock Cost Stop Loss Current Valuation Unrealized
Gain/ (Loss)
name symbol shares date price comm. cost
adjs
net cost date wks
held
  price comm.
allow.
val.
adjs
net
valuation
$ %
1 DRI Healthcare Trust DHT.UN 1496 2021-12-17 6.63 99   10,018 0.00 2022-01-21 5 6.37 95   9,434 -583 -5.8
2 iShares S&P U.S. Small-Cap Index ETF XSMC 346 2021-12-17 28.69 99   10,026 0.00 2022-01-21 5 26.49 92   9,074 -952 -9.5
3 Mackenzie Balanced Allocation ETF MBAL 427 2021-12-17 23.21 99   10,010 0.00 2022-01-21 5 22.24 95   9,402 -608 -6.1
4 Horizons US 7-10 Year Treasury Bond ETF HTB.U 209 2021-12-17 47.47 99   10,020 0.00 2022-01-21 5 46.10 96   9,539 -482 -4.8
5 BMO ESG High Yield US Corporate Bond Ind ESGH 332 2021-12-17 29.89 99   10,023 0.00 2022-01-21 5 28.66 95   9,420 -603 -6.0
  Totals (5 open positions)         496 0 50,097     25     473 0 46,868 -3,228 -6.4


Portfolio Performance Summary

Period of investment (from December 17, 2021 to January 21, 2022 ):  5 weeks (0.1 years )

Total positions entered:  5

Total positions closed:  0

Total open positions:  5

Average # of weeks each position is held:  5.0

Average # of positions held each week:  5.0

Average weekly investment cost:  $50,097

Total net gains realized on positions entered and closed:  $0

Total unrealized net gains/(losses) on open positions:  $-3,228

Total net gains/(losses) on all positions entered:  $-3,228

Average annual return on investment (ROI):  -67.25 %

 
 

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