Ans 1 -
Considered closing price of 1st Nov 2019.
1. eBay had stock split in ratio of 2376 share per 1000 share so that has been adjusted with current quantity held by Russ.
|Company||Buy Year||Buy Price||Buy Quantity||Investment||Events||Current Quantity||Current Price||Current Value|
|eBay||2006||$ 29.77||200||$ 5,954.00||Share Split 2376 for 1000||475.2||$ 35.25||$ 16,750.80|
|United Technologies Corp||2008||$ 74.92||200||$ 14,984.00||$ 146.68||$ 29,336.00|
|JP Morgan Chase||2009||$ 16.00||450||$ 7,200.00||$ 127.80||$ 57,510.00|
|PepsiCo||2009||$ 52.50||400||$ 21,000.00||$ 136.93||$ 54,772.00|
|2013||$ 26.89||250||$ 6,722.50||$ 193.62||$ 48,405.00|
Ans 2 -
Russ has been a good investor. He has invested in good business and companies which are growing so his investment value. He has also created a diversified portfolio not restricted his investments to sector or industry specific. Few of his stocks like United Technologies Corp is giving dividend consistently, which also adds to return.
Return on his investments are almost higher than bonds or T-Bills.
Ans 3 -
Though Russ has a good portfolio and his investments has grown over a period of time, few of investment ideas have been multibagger JP Morgan Chase and Facebook however he can think of reshuffling his portfolio by investing into stocks like Amazon, Google and Apple as these companies are doing really well and will continue doing good in future the way people are using products/services of these companies. He can withdraw money from eBay and United Technologies Corp to invest into Amazon, Google and Apple.
Hope you like the explanation and investment ideas..