Hello Stock Experts,

For this assignment, we will manage a $$500,000$ portfolio. The one with the highest return wins. The portfolio should consist of regularly traded U$.$S or international securities of $15$ to $20$ different securities$.$ While buying on margin and short selling are options they are not required. Please see my current portfolio and advise what I should do to get a higher return? What to let go$,$ if buy how many shares? When to sell? etc.. this challenge ends $11/22/2024$

Stocks

AAPL $($Apple Inc$)$

Quantity: $384$Last Price: $$225\mathrm{.}77$Price Paid: $$222\mathrm{.}68$P$/$L: $$1,187\mathrm{.}80$Market Value: $$86,695\mathrm{.}68$Profit$/$Loss $\%$: $1\mathrm{.}39\%$

ALTM $($Kinetik Holdings Inc $-$ Class A$)$

Quantity: $1,000$Last Price: $$4\mathrm{.}24$Price Paid: $$4\mathrm{.}08$P$/$L: $$160\mathrm{.}00$Market Value: $$4,240\mathrm{.}00$Profit$/$Loss $\%$: $3\mathrm{.}92\%$

AMD $($Advanced Micro Devices Inc.$)$

Quantity: $100$Last Price: $$172\mathrm{.}80$Price Paid: $$172\mathrm{.}58$P$/$L: $$22\mathrm{.}00$Market Value: $$17,280\mathrm{.}00$Profit$/$Loss $\%$: $0\mathrm{.}13\%$

GOOGL $($Alphabet Inc $-$ Class A$)$

Quantity: $400$Last Price: $$164\mathrm{.}38$Price Paid: $$164\mathrm{.}63$P$/$L: $-$$$100\mathrm{.}00$Market Value: $$65,752\mathrm{.}00$Profit$/$Loss $\%$: $-0\mathrm{.}15\%$

JPM $($JPMorgan Chase & Co$.)$

Quantity: $200$Last Price: $$210\mathrm{.}75$Price Paid: $$208\mathrm{.}07$P$/$L: $$536\mathrm{.}00$Market Value: $$42,150\mathrm{.}00$Profit$/$Loss $\%$: $1\mathrm{.}29\%$

LLY $($Eli Lilly & Co$.)$

Quantity: $35$Last Price: $$913\mathrm{.}72$Price Paid: $$905\mathrm{.}00$P$/$L: $$305\mathrm{.}20$Market Value: $$31,980\mathrm{.}20$Profit$/$Loss $\%$: $0\mathrm{.}96\%$

LVMHF $($LVMH Moet Hennessy Vuitton SE$)$

Quantity: $30$Last Price: $$724\mathrm{.}45$Price Paid: $$749\mathrm{.}50$P$/$L: $-$$$751\mathrm{.}42$Market Value: $$21,733\mathrm{.}58$Profit$/$Loss $\%$: $-3\mathrm{.}34\%$

NVDA $($NVIDIA Corp$)$

Quantity: $300$Last Price: $$132\mathrm{.}89$Price Paid: $$126\mathrm{.}66$P$/$L: $$1,869\mathrm{.}25$Market Value: $$39,867\mathrm{.}00$Profit$/$Loss $\%$: $4\mathrm{.}92\%$

NVO $($Novo Nordisk $-$ ADR$)$

Quantity: $50$Last Price: $$117\mathrm{.}20$Price Paid: $$117\mathrm{.}48$P$/$L: $-$$$14\mathrm{.}00$Market Value: $$5,860\mathrm{.}00$Profit$/$Loss $\%$: $-0\mathrm{.}24\%$

TQQQ $($ProShares UltraPro QQQ$)$

Quantity: $100$Last Price: $$72\mathrm{.}62$Price Paid: $$70\mathrm{.}62$P$/$L: $$200\mathrm{.}00$Market Value: $$7,262\mathrm{.}00$Profit$/$Loss $\%$: $2\mathrm{.}83\%$

TRGP $($Targa Resources Corp$)$

Quantity: $200$Last Price: $$158\mathrm{.}29$Price Paid: $$155\mathrm{.}55$P$/$L: $$548\mathrm{.}00$Market Value: $$31,658\mathrm{.}00$Profit$/$Loss $\%$: $1\mathrm{.}76\%$

TSLA $($Tesla Inc$)$

Quantity: $50$Last Price: $$244\mathrm{.}50$Price Paid: $$247\mathrm{.}00$P$/$L: $-$$$125\mathrm{.}00$Market Value: $$12,225\mathrm{.}00$Profit$/$Loss $\%$: $-1\mathrm{.}01\%$

UNH $($UnitedHealth Group Inc.$)$

Quantity: $50$Last Price: $$581\mathrm{.}58$Price Paid: $$584\mathrm{.}73$P$/$L: $-$$$157\mathrm{.}50$Market Value: $$29,079\mathrm{.}00$Profit$/$Loss $\%$: $-0\mathrm{.}54\%$

Funds

FZILX $($Fidelity International Index Fund$)$

Quantity: $41\mathrm{.}2882$Last Price: $$12\mathrm{.}42$Price Paid: $$12\mathrm{.}11$P$/$L: $$12\mathrm{.}80$Market Value: $$512\mathrm{.}80$Profit$/$Loss $\%$: $2\mathrm{.}56\%$

TRBCX $($T Rowe Price Fund$)$

Quantity: $5\mathrm{.}2562$Last Price: $$192\mathrm{.}25$Price Paid: $$190\mathrm{.}25$P$/$L: $$10\mathrm{.}51$Market Value: $$1,010\mathrm{.}50$Profit$/$Loss $\%$: $1\mathrm{.}05\%$

VFIAX $($Vanguard $500$ Index Fund$)$

Quantity: $9\mathrm{.}6083$Last Price: $$530\mathrm{.}83$Price Paid: $$530\mathrm{.}79$P$/$L: $$0\mathrm{.}40$Market Value: $$5,100\mathrm{.}37$Profit$/$Loss $\%$: $0\mathrm{.}01\%$

Futures

CU$/$U$4($Chicago Ethanol Swap Futures SEP $14)$

Quantity: $5$Price: $$1\mathrm{.}86$P$/$L: $$0\mathrm{.}00$Market Value: $$390,600\mathrm{.}00$Profit$/$Loss $\%$: $0\mathrm{.}00\%$

TU$/$U$4(2-$Year T$-$Note Futures SEP $24)$

Quantity: $5$Price: $$103\mathrm{.}99$P$/$L: $$0\mathrm{.}00$Market Value: $$1,039,922\mathrm{.}00$Profit$/$Loss $\%$: $0\mathrm{.}00\%$

Cryptocurrency

BTC $($Bitcoin$)$

Quantity: $1$Last Price: $$62,144\mathrm{.}58$Price Paid: $$58,088\mathrm{.}95$P$/$L: $$4,055\mathrm{.}63$Market Value: $$62,144\mathrm{.}58$Profit$/$Loss $\%$: $6\mathrm{.}98\%$

Total Portfolio Value$$513,096\mathrm{.}87$

Cash Balance $$48,546\mathrm{.}43$

Loan Balance $$0\mathrm{.}00$

Restricted Funds $$0\mathrm{.}00$

Total Market Value of All Positions $$464,358\mathrm{.}17$

Total Trades Made $64$

Total Trades Remaining $236$