By emckoba

Feb 19, 2000

 

Core portfolio - created on Jan 1/ 1998

Time horizon - 10 years

Amount invested - $40,000

Date Invested - Jan 1, 1998

Portfolio objective - to grow portfolio to $1MUS by Dec 31, 2008

Portfolio composition - $US10,000 each in Dell, Microsoft, Cisco and Nokia - $40,000 total value

Progress made - On Feb 19, 2000 the portfolio was valued at $252, 068

Investment gap at Feb 19, 2000 - $747,032 ($1,000,000 less $252,068)

 

 

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