|
|
Investment
Planning
|
Ms. Jones
|
|
|
|
|
|
|
|
|
|
|
|
Monthly
|
Unit
|
Units
|
Total
|
|
Market
|
|
|
|
|
Investment
|
Price
|
Bought
|
Units
|
|
Value $
|
|
|
Jan
|
$
|
200.00
|
$25.00
|
8.00
|
8.00
|
$
|
200.00
|
|
|
Feb
|
$
|
200.00
|
$24.00
|
8.33
|
16.33
|
$
|
392.00
|
|
|
Mar.
|
$
|
200.00
|
$23.00
|
8.70
|
25.03
|
$
|
575.69
|
|
|
Apr
|
$
|
200.00
|
$22.00
|
9.09
|
34.12
|
$
|
750.64
|
|
|
May
|
$
|
200.00
|
$21.50
|
9.30
|
43.42
|
$
|
933.53
|
|
|
Jun
|
$
|
200.00
|
$21.00
|
9.52
|
52.94
|
$
|
1,111.74
|
|
|
Jul
|
$
|
200.00
|
$21.00
|
9.52
|
62.46
|
$
|
1,311.66
|
|
|
Aug
|
$
|
200.00
|
$21.00
|
9.52
|
71.98
|
$
|
1,511.58
|
|
|
Sep
|
$
|
200.00
|
$22.00
|
9.09
|
81.07
|
$
|
1,783.54
|
|
|
Oct
|
$
|
200.00
|
$22.00
|
9.09
|
90.16
|
$
|
1,983.52
|
|
|
Nov
|
$
|
200.00
|
$23.00
|
8.70
|
98.86
|
$
|
2,273.78
|
|
|
Dec
|
$
|
200.00
|
$23.00
|
8.70
|
107.56
|
$
|
2,473.88
|
|
|
Jan
|
$
|
200.00
|
$22.00
|
9.09
|
116.65
|
$
|
2,566.30
|
|
|
Feb
|
$
|
200.00
|
$23.00
|
8.70
|
125.35
|
$
|
2,883.05
|
|
|
Mar.
|
$
|
200.00
|
$23.00
|
8.70
|
134.05
|
$
|
3,083.15
|
|
|
Apr
|
$
|
200.00
|
$24.00
|
8.33
|
142.38
|
$
|
3,417.12
|
|
|
May
|
$
|
200.00
|
$24.00
|
8.33
|
150.71
|
$
|
3,617.04
|
|
|
Jun
|
$
|
200.00
|
$25.00
|
8.00
|
158.71
|
$
|
3,967.75
|
|
|
Jul
|
$
|
200.00
|
$25.00
|
8.00
|
166.71
|
$
|
4,167.75
|
|
|
Aug
|
$
|
200.00
|
$26.00
|
7.69
|
174.40
|
$
|
4,534.40
|
|
|
Sep
|
$
|
200.00
|
$27.00
|
7.41
|
181.81
|
$
|
4,908.87
|
|
|
Oct
|
$
|
200.00
|
$28.00
|
7.14
|
188.95
|
$
|
5,290.60
|
|
|
Nov
|
$
|
200.00
|
$28.00
|
7.14
|
196.09
|
$
|
5,490.52
|
|
|
Dec
|
$
|
200.00
|
$29.00
|
6.90
|
203.00
|
$
|
5,887.00
|
|
|
|
$
|
4,800.00
|
|
|
|
$
|
5,887.00
|
22.64% rate of return over 2 years
|
|
Average
|
|
|
$23.85
|
|
4800/203
|
$
|
23.65
|
|
|
|
|
|
|
|
|
|
|
|
|
Mr. Smith
|
|
|
|
|
|
|
|
|
|
Jan
|
$
|
4,800.00
|
$25.00
|
192.00
|
192.00
|
$
|
4,800.00
|
|
|
Dec
|
|
|
$29.00
|
192.00
|
|
$
|
5,568.00
|
15.99% rate of return over 2 years
|
|
|
|
|
|
|
|
|
|
|
|
Difference in value of investments
|
|
|
$
|
319.00
|
|
The information contained in this commentary
is designed to provide you with general information only, and
is not intended to be comprehensive advice applicable to the
circumstances of any individual. We strongly urge you to seek
professional assistance before acting upon information included
herein. |
|
