Student Portfolio

This ledger is the most important.  It is for separating the team’s emotions from the business of it all.  Sections A – G are “fill in the blank” information.  Section H and I are for deciding when we TRADE.  How low do we let the price of a stock drop before selling?  How high do we let it go before selling it and cashing in on the profits?  A good guide might be the 52-week high and low.  It is also a good place to experiment.

 

(A)

Company Name

(B)

Symbol

(C)

Cost of Share

(D)

Number of Shares

(E)

Total Cost

(F)

52 Week Low

(G)

52 Week High

(H)

Sell at Low

(I)

Sell at High

                 
                 
                 
                 
                 
                 
                 
                 
                 
                 
                 

 

 

The Young Investor Webpage is funded in part by a grant from the Investor Protection Trust, www.investorprotection.org

Back to Young Investors' Webpage

Home