Investor Name:___________________

Daily Stock Activity Worksheet Stock:______________________

52 Week Dates High Low Div. Yld. PE Ratio Vol. (100s) Last/Closing Price Net. Chg.

Investor Name:___________________

Company Daily Position Chart Stock:____________________

999

Trading Week 1

Trading Week 2

Trading Week 3

Trading Week 4

Trading Week 5

Trading Week 6

Trading Week 7

Trading Week 8

Trading Week 9

Trading Week 10

Investor Name:___________________

Weekly Portfolio Value Worksheet Simulation Week:_________ First Trading Day of the Week Date: ______________ Last Trading Day of the Week Date:______________

Company Name

(B) Number of Shares Held

52 Week High

52 Week Low

Last/Closing Net Price Change

52 Week High

52 Week Low

(C) (A) Last/Closing Net End of Week Price Change Value

Portfolio Value at Week's End:

End of the Week Value (A) = (B) Number of Shares X (C) Last/Closing Price Portfolio Value at Week's End = Sum of column (A)

Investor Name:___________________

Portfolio Position Chart

Trading Week 1

Trading Week 2

Trading Week 3

Trading Week 4

Trading Week 5

Trading Week 6

Trading Week 7

Trading Week 8

Trading Week 9

Trading Week 10

Investor Name:___________________

Company Stock Sale Form

Company Name: Stock Exchange:

Price per Share:

Ticker Symbol:

Number of Shares:

Total Sale:

Investor's Name:

Date Sold:

Company Name:

Stock Exchange:

Price per Share:

Ticker Symbol:

Number of Shares:

Total Sale:

Investor's Name:

Date Sold:

Company Name:

Stock Exchange:

Price per Share:

Ticker Symbol:

Number of Shares:

Total Sale:

Investor's Name:

Date Sold:

Investor Name:___________________

Return on Investment Form

Stock Purchase (A) Initial Investment Total: Stock Sale (B) Sale Proceeds Total: ( C) Net Change Number of Shares: Purchase Price: Number of Shares: Sale Price:

Company Name:

Date:

Date:

(D) Grand Total: Grand Total:

(F)

(E)

(G) Return on Investment: Initial Investment Total= Number of Shares X Purchase Price Sale Proceeds Total= Number of Shares X Sale Price Initial Investment Grand Total (D) = Sum of values in column A Sale Proceeds Grand Total (F) = Sum of values in column B Net Change (C)= Sale Proceeds Total (B) - Initial Investment Total (A) Return on Investment % (G) = (Grand Total Net Change (E) / Grand Total Initial Investment (D)) X 100