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CITY OF PLANO COUNCIL AGENDA ITEM CITY SECRETARY USE ONLY Consent Regular Statutory Council Meeting Date: Department: Finance Department Head 08/26/13 Denise Take Agenda Coordinator (include phone
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How to fill out 6-30-13 investment portfolio summary

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How to fill out 6-30-13 investment portfolio summary:

01
Gather all the necessary documents related to your investment portfolio, such as statements or reports from your brokerage account, retirement accounts, and any other investment accounts you hold.
02
Start by recording the date of the summary, which should be June 30th, 2013, as indicated in the reference code (6-30-13).
03
List all the investments you hold in your portfolio, including stocks, bonds, mutual funds, and any other assets. Make sure to include the name of the investment, ticker symbol (if applicable), quantity or number of shares, and the current market value of each investment as of June 30th, 2013.
04
Calculate the total market value of your investment portfolio by adding up the market values of each individual investment. This will give you an idea of the overall worth of your portfolio.
05
Include any cash balances you have in your portfolio, such as uninvested cash or dividends received but not yet reinvested.
06
Evaluate the performance of your investments by comparing the current market value of each investment to its initial cost or purchase price. This will help you determine if your investments have appreciated or depreciated in value.
07
Consider adding additional information to your portfolio summary, such as the asset allocation of your investments (e.g., percentage of stocks, bonds, and cash), any income generated by your investments, and any fees or expenses associated with managing your portfolio.
08
Review your completed 6-30-13 investment portfolio summary for accuracy and completeness before submitting or using it for any financial or reporting purposes.

Who needs 6-30-13 investment portfolio summary:

01
Individual investors: If you have investments in various assets, such as stocks, bonds, and funds, it is important to keep track of your portfolio's performance and value. Maintaining a 6-30-13 investment portfolio summary allows you to monitor and assess the progress of your investments.
02
Financial advisors: Professionals in the financial industry often manage portfolios on behalf of their clients. A 6-30-13 investment portfolio summary enables financial advisors to provide accurate and up-to-date information to their clients regarding the allocation and performance of their investments.
03
Regulatory agencies: Certain regulatory bodies, such as the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA), may require investment firms or financial institutions to submit periodic investment portfolio summaries. These agencies use the information to monitor compliance and assess the overall health of the financial markets.
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The 6-30-13 investment portfolio summary is a report that provides a snapshot of an individual or organization's investment holdings as of June 30, 2013.
Individuals or organizations who have investment holdings as of June 30, 2013 are required to file the 6-30-13 investment portfolio summary.
To fill out the 6-30-13 investment portfolio summary, one must list all investment holdings as of June 30, 2013, including the type of investment, value, and any income or gains/losses.
The purpose of the 6-30-13 investment portfolio summary is to provide a comprehensive overview of an individual or organization's investment holdings as of June 30, 2013.
The 6-30-13 investment portfolio summary must report all investment holdings as of June 30, 2013, including the type of investment, value, and any income or gains/losses.
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