Stock

Portfolio


Recently, Mr. Duncan received a report concerning his stock portfolio. A stock
portfolio contains all of the information about the shares in companies that Mr.
Duncan owns. Each report compares the price of each share at the time of printing
and the price of each share 3 months earlier. The most recent report Mr. Duncan
received is from October 1st, 2016- December 30th, 2016.


Description Quantity Unit Cost Estimated
(Number of (Oct.) Market Price
Shares) (Dec.)
Coca Cola 20 39.50 41.75
Diageo 10 128.48 103.94
Disney 20 103.11 104.22
Mcdonalds 10 100.86 121.72

Twitter 20 45.00 16.30



Fill in the table below:

Description Total Cost (Oct.) Estimated Gain/Loss
Market Value
(Dec.)
Coca Cola
Diageo
Disney
Mcdonalds
Twitter


For each stock, model the total gain/loss on a number line sketch.















Did Mr. Duncan gain/lose money? How do you know? Can a mathematical
model help you show this?