Portfolio

Gillie Mason

My Long term Investments

I decided to invest in companies that I believe in, that directly affect my life and that I am fairly
familiarized with. I also wanted to invest in stocks that I could leave in the market long term
without having to check on them constantly and sell.

1/10th

Tesla- Great investment for the future, tesla is constantly coming up with new innovative
designs, and partnering with different companies. Tesla is the future of transportation, with
electric, self driving and eventually flying cars.

1/10th

Apple- I am aware that apple isn’t very popular right now but it is a stable stock, I believe apple
will surprise us yet again.
1/10th

Innovative Industrial Properties (marijuana) Now that weed has been legalized the dispensary
stocks are skyrocketing. Making for a great long term investment.

1/10th

AT&T, the more phones being bought the greater need for companies like AT&T to give people
cell service. With more and more people getting addicted to phones this is a solid investment.

1/10th

Microsoft, I was surprised to learn that microsoft investors make more than apple, Microsoft is
an underrated stock.
GoPro, is one of the smaller companies I decided to invest in.

1/10th

1/10th

Google, I decided to invest in google because it own YouTube, a company which not only hase
more many than it knows what to do with, but has also made a living for hundreds of thousand
of youtubers. Youtube has grown faster than any other online site I have seen and I believe it
will continue to grow.

1/10th

Lululemon, I personally can’t afford to buy lululemon but their profit is immense because they
make the leggings for super cheap outside the country and sell them for proposteris prices.

1/10th
Nike, is a company that will continue to grow as this brand name is represented by many
famous athletes and is desired by many people and top teams.

1/10th

Trip Advisor, I researched this company online and it said that it is a highly profitable stock to
invest in.

WEEK 1​: I decided to do more research and did not invest

WEEK 2​: Stock Portfolio

STOCK PORTFOLIO
● Trade Stock
● ​Symbol Lookup
● ​Watchlist
● ​How-To Guide

SYM DESCRIPTION Q PURCHAS CURREN TOTAL TODAY'S TOTAL

BOL T E PRICE T PRICE VALUE CHANGE GAIN/LOSS
Y

TESLA INC 5 $297.41 $295.59 $14,7 $742.50(5.2 -

0 79.50 9 %) $91.00(-0.
61 %)

APPLE INC. 1 $152.85 $155.73 $15,5 - $288.00(1.

0 73.00 $7,114.00(- 88 %)
0 31.36 %)

INNOVATIVE 2 $55.89 $61.17 $12,2 $3,917.00(4 $1,055.74(

INDUSTRIAL 0 33.00 7.10 %) 9.45 %)
PROPERTIES INC 0

AT&T INC. 3 $30.53 $30.62 $9,18 - $28.53(0.3

0 6.03 $419.97(-4. 1 %)
0 37 %)
 MICROSOFT 1 $105.13 $105.00 $16,8 - -
CORPORATION 6 00.00 $558.40(-3. $21.28(-0.
0 22 %) 13 %)

GOPRO, INC. CLASS A 3 $4.85 $4.93 $1,47 - $24.45(1.6

0 9.45 $458.55(-23 8 %)
0 .66 %)

ALPHABET INC. CLASS 9 $1,064.7 $1,070.1 $9,63 - $48.33(0.5

C 4 1 0.99 $1,047.33(- 0 %)
9.81 %)

LULULEMON ATHLETICA 2 $148.92 $149.43 $3,73 - $12.70(0.3

INC 5 5.70 $82.80(-2.1 4 %)
7 %)

NIKE, INC. CLASS B 7 $80.75 $80.17 $6,01 $18.38(0.31 -

5 2.38 %) $43.87(-0.
72 %)

TRIPADVISOR, INC. 2 $55.28 $56.73 $1,13 $110.60(10. $29.00(2.6

0 4.60 80 %) 2 %)

Total $90,5 - $1,330.60

64.65 $4,892.58(- (1.49 %)
5.13 %)

This week I am up 1,000 dollars

THURSDAY WEEK 3: 6th place in the ranking

Total amount given- 100,000
Total amount spent-​$89,376.86
Total amount lost-0
Total amount gained- $142.81 (0.16 %)
Spent 89.3% of total amount given

Company QTY Bought Purchase Price Total amount paid

AAPL 100 $152.85 $15,462.00
IIPR 200 $55.89 $11,640.00
T 300 $35.53 $9,163.50
MSFT 160 $105.13 16,436.80
GPRO 300 $4.85 $1,450.50
GOOG 9 $1,064.74 $9,546.93
LULU 25 $148.92 3,714.48
NIKE 75 $80.75 $6,003.75
TRIP 20 $55.28 $1,126.40
TSLA 50 $297.41 $14,832.50

After LEARNING how to use sheets

Week 3

Total
Current Gains and QTY Purchase amount Percent of
Company Live Price Value Losses Bought Price paid Holdings
AAPL 167.36 16736 $1,274.00 100 $152.85 $15,462.00 15.46%
IIPR 62.34 12468 $828.00 200 $55.89 $11,640.00 11.64%
T 29.88 8964 -$199.50 300 $35.53 $9,163.50 9.16%
MSFT 104.94 16790.4 $353.60 160 $105.13 16,436.80 16.44%
GPRO 5.04 1512 $61.50 300 $4.85 $1,450.50 1.45%
GOOG 1112.56 10013.04 $466.11 9 $1,064.74 $9,546.93 9.55%
LULU 147.23 3680.75 -$33.73 25 $148.92 3,714.48 3.71%
NKE 81.19 6089.25 $85.50 75 $80.75 $6,003.75 6.00%
TRIP 57.55 1151 $24.60 20 $55.28 $1,126.40 1.13%
TSLA 306.87 15343.5 $511.00 50 $297.41 $14,832.50 14.83%

Week 4

Total
Current Gains and QTY Purchase amount Percent of
Company Live Price Value Losses Bought Price paid Holdings
AAPL 174.01 17401 $1,939.00 100 $152.85 $15,462.00 15.46%
IIPR 64.55 12910 $1,270.00 200 $55.89 $11,640.00 11.64%
T 29.61 8883 -$280.50 300 $35.53 $9,163.50 9.16%
MSFT 107.06 17129.6 $692.80 160 $105.13 16,436.80 16.44%
GPRO 5.12 1536 $85.50 300 $4.85 $1,450.50 1.45%
GOOG 1143.63 10292.67 $745.74 9 $1,064.74 $9,546.93 9.55%
LULU 147.43 3685.75 -$28.73 25 $148.92 3,714.48 3.71%
NKE 82.88 6216 $212.25 75 $80.75 $6,003.75 6.00%
TRIP 60.08 1201.6 $75.20 20 $55.28 $1,126.40 1.13%
TSLA 320.54 16027 $1,194.50 50 $297.41 $14,832.50 14.83%

Week 5 and 6
 Total
Current Gains and QTY Purchase amount Percent of
Company Live Price Value Losses Bought Price paid Holdings
AAPL 170.75 17075 $1,613.00 100 $152.85 $15,462.00 15.46%
IIPR 62 12400 $760.00 200 $55.89 $11,640.00 11.64%
T 29.89 8967 -$196.50 300 $35.53 $9,163.50 9.16%
MSFT 107.01 17121.6 $684.80 160 $105.13 16,436.80 16.44%
GPRO 5.84 1752 $301.50 300 $4.85 $1,450.50 1.45%
GOOG 1122.26 10100.34 $553.41 9 $1,064.74 $9,546.93 9.55%
LULU 155.14 3878.5 $164.02 25 $148.92 3,714.48 3.71%
NKE 84.78 6358.5 $354.75 75 $80.75 $6,003.75 6.00%
TRIP 58.03 1160.6 $34.20 20 $55.28 $1,126.40 1.13%
TSLA 304.57 15228.5 $396.00 50 $297.41 $14,832.50 14.83%

Week 7

Total
Current Gains and QTY Purchase amount Percent of
Company Live Price Value Losses Bought Price paid Holdings
AAPL 174 17400 $1,938.00 100 $152.85 $15,462.00 15.46%
IIPR 79.38 15876 $4,236.00 200 $55.89 $11,640.00 11.64%
T 31.15 9345 $181.50 300 $35.53 $9,163.50 9.16%
MSFT 112.16 17945.6 $1,508.80 160 $105.13 16,436.80 16.44%
GPRO 5.83 1749 $298.50 300 $4.85 $1,450.50 1.45%
GOOG 1121.1 10089.9 $542.97 9 $1,064.74 $9,546.93 9.55%
LULU 151.05 3776.25 $61.77 25 $148.92 3,714.48 3.71%
NKE 85.77 6432.75 $429.00 75 $80.75 $6,003.75 6.00%
TRIP 53.05 1061 -$65.40 20 $55.28 $1,126.40 1.13%
TSLA 317.68 15884 $1,051.50 50 $297.41 $14,832.50 14.83%

Up 10,000 dollars
Ranked 5th place
CURRENT RANK PREVIOUS DAY'S ACCOUNT VALUE TODAY'S CHANGE IN OVERALL
RANK (USD) VALUE %

1. ​alexleroux​ ​(history) 1 $121,809.70 -$271.80 +21.81%

2. ​Proffitt​ ​(history)​ 2 $115,947.02 -$2291.54 +15.95%

3. ​joeroche118 4 $111,591.93 +$169.79 +11.59%

(history)​

4. ​BeauMac44 3 $111,396.93 -$534.00 +11.40%

(history)​

5. ​gilliemason123 6 $110,347.05 +$1098.93

(history)