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Bismarck Location: WEI Boardroom 1600 East Century Avenue Fargo Location: WEI Meeting Room TH 2601 12 Ave SW November 19, 2009, Time: 8:30 AM I. MINUTES A. October 22, 2009, II. ANNUAL INVESTMENT
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01
Begin by gathering all relevant financial information, such as investment account statements, dividend statements, and any other documentation related to your investments.
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Review each investment and note down the current value, any changes in performance, and any income received from dividends or interest.
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Calculate the overall rate of return for each investment by dividing the change in value by the original investment amount.
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Summarize your investments, including their current value, rate of return, and any significant changes or trends.
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