Loyal3 Investment Update

The Clever Investor: Loyal3 Update 02/17/2016

Loyal311
My stocks got absolutely hammered last month, but that didn’t stop me from staying the course with my investments. I took the perspective that stocks were on sale, and I should buy while prices were low. Eventually the market, and the value of my stocks, will go up and I’ll reap the rewards. So, last month I added $25 worth of stock for my favorite wing restaurant, and $25 worth of Apple stock.

Before looking at the specifics of how my stocks performed over the last 30 days, let’s review the rules for my Clever Investor game:

  • Investments are made using the 100% Free investment platform, Loyal3 which allows me to invest in increments as low as $10.
  • I will invest an additional $50 a month, budget willing, based upon results
  • Results are reviewed in the middle of the month (approximately)

Here we go!

Stock Market

  • As of closing on 01/15/2016: 15,988
  • As of closing on 02/16/2016: 16,296
  • Month Change: +308 (+1.9%)

Investments

Buffalo Wild Wings:

  • Previous Value: $166.87 (After $25 investment)
  • Current Value: $170.86
  • Month Change: +$3.99 (+2.4%)

Apple:

  • Previous value: $62.86 (After $25 investment)
  • Current Value: $63.28
  • Month Change: +$0.42 (+0.07%)

Lifetime Performance:

  • Amount invested: $260
  • Current Value: $234.14
  • Change: -$25.86 (-9.9%)

Look at that, both stocks actually gained value over the last 30 days! Have we turned a corner? Check back next month and find out!

How did your investments do last month?

Brought to you courtesy of Brock

Feeling Clever? Join our newsletter!

Subscribe to get the latest from "Clever Dude."

Powered by Seva

About the author

Brock Kernin

2 Comments

Leave a Comment