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Vicki trades to keep her retirement afloat

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Tag Archives: grandma’s portfolio

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UP DATED PORTFOLIO

Posted on December 1, 2016 by Vicki
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AMBA — 4 60.16 60.26 60.22 284.95 71.24 1.30 (2.11) 5.20 44.07 $240.88 FB — 1 114.84 114.86 114.85 122.95 122.95 3.57 (3.01) 3.57 8.10 $114.85 IIPR — 5 19.65 19.73 19.75 104.95 20.99 0.50 (2.47) 2.50 6.70 $98.75 SBUX … Continue reading →

Posted in midwestern grandma | Tagged grandma's portfolio, investing, options, portfolio, stocks | Leave a reply

Portfolio 3/14/2015

Posted on March 14, 2016 by Vicki
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TOTAL MARKET VALUE $2,041.01 AAPL — 4 102.23 102.24 102.24 428.24 107.06 0.02 (0.02) 0.09 19.29 $408.95 ETN D 6 60.26 60.30 60.28 448.95 74.83 0.15 (0.25) 0.90 87.27 $361.68 HON — 4 109.35 109.40 109.39 408.95 102.24 0.36 (0.33) … Continue reading →

Posted in high-yield stocks, Investing, midwestern grandma, portfolio, stock | Tagged grandma's portfolio | Leave a reply

start of week Jan 11, 2016

Posted on January 11, 2016 by Vicki
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Holdings (Drag to reorder) Sym Description Qty Underl. Stock Days to Exp Cost Basis Avg Price Price Change (%) Daily G/L Total G/L (%) Market Value AAPL Apple Inc 4 $428.24 $107.06 $96.96 $0.00  (—) $0.00 -$40.40  (-9.43%) $387.84 ESRX … Continue reading →

Posted in midwestern grandma | Tagged grandma's portfolio, portfolio | Leave a reply

Portfolio at start of 2016

Posted on January 3, 2016 by Vicki
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Symbol Description Qty Underl. Stock Days to Exp. Cost Basis Avg Price Price* Change Change % Daily G/L Total G/L Market Value AAPL Apple Inc apple inc 4 $428.24 $107.06 $105.26 -$2.06 -1.92% -$8.24 -$7.20 $421.04 ESRX Express Scripts Holding … Continue reading →

Posted in midwestern grandma | Tagged grandma's portfolio, investing, portfolio, stocks | Leave a reply

Portfolio dec 4 2015

Posted on December 4, 2015 by Vicki
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Sym Description Qty Underl. Stock Days to Exp Cost Basis Avg Price Price Change (%) Daily G/L Total G/L (%) Market Value AAPL Apple Inc 4 $428.24 $107.06 $119.03 $3.83  (3.32%) $15.32 $47.88  (11.18%) $476.12 ESRX Express Scripts Holding 3 … Continue reading →

Posted in midwestern grandma | Tagged grandma, grandma's portfolio, portfolio, stocks | Leave a reply

Tradeking Greedy+Grandma Not Stupid

Posted on November 30, 2015 by Vicki
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Tradeking is greedy but Grandma’s not stupid. TK eager to snatch your retirement $ but reluctant to give service.  Tradeking will no longer allow my account to use Quotestream, their active rented platform.  For over 10 years, I have used … Continue reading →

Posted in midwestern grandma | Tagged CNBC.com, grandma's portfolio, investing, stocks, tradeking | Leave a reply

Posted on October 20, 2015 by Vicki
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Still in mostly cash.  This is the portfolio 10/20/2015 Sym Description Qty Underl. Stock Days to Exp Cost Basis Avg Price Price Change (%) Daily G/L Total G/L (%) Market Value AAPL Apple Inc 4 $428.24 $107.06 $113.59 $1.86  (1.66%) … Continue reading →

Posted in midwestern grandma | Tagged grandma, grandma's portfolio, options, portfolio, stocks, vickispuzzle | Leave a reply

CNBC down AGAIN

Posted on October 9, 2015 by Vicki
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CNBC goes down often.  Is it the WOW feed?  the satellite feed?  or CNBC that doesn’t want to cover investing, only Republican politicians?

Posted in midwestern grandma | Tagged cnbc, grandma's portfolio, politics | Leave a reply

New quarter July 1, 2015

Posted on July 1, 2015 by Vicki
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Start of the Quarter: Portfolio:   Account Value $3,138.36 Unsettled Funds $0.00 Money $268.49 Max Funds Available to Trade $268.49 Uncleared Deposits $0.00 Securities $2,869.87 Holdings Sym Description Qty Underl. Stock Days to Exp Cost Basis Avg Price Price Change … Continue reading →

Posted in midwestern grandma | Tagged grandma's portfolio, investing, options, portfolio, stocks | Leave a reply

Portfolio as of 6/26/2015

Posted on June 26, 2015 by Vicki
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Account Value $3,180.43 Unsettled Funds $223.03 Money $268.49 Max Funds Available to Trade $268.49 Uncleared Deposits $0.00 Securities $2,911.94     Sym Description Qty Underl. Stock Days to Exp Cost Basis Avg Price Price Change (%) Daily G/L Total G/L … Continue reading →

Posted in midwestern grandma | Tagged grandma's portfolio, investing | Leave a reply

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