The familys stock portfolio is in an investment account. John and Mary log into the account periodically,
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Question:
The family’s stock portfolio is in an investment account. John and Mary log into the account periodically, to see how their investments are performing. Typically, common stocks by sectors such as:
- Communication Services
- Consumer Discretionary
- Consumer Staples
- Energy
- Financial
- Health Care
- Industrials
- Information Technology
- Materials
- Real Estate
- Utilities
Within the sectors, there are industries. Here is a summary of the family’s portfolio in terms of sectors and industry:
Company Name | Stock Symbol | Sector | Industry |
Apple | AAPL | Information Technology | Technology Hardware, Storage & Peripherals |
AT&T | T | Communication Services | Diversified Telecommunication Services |
Microsoft | MSFT | Information Technology | Software |
Alphabet | GOOGL | Communication Services | Interactive Media & Services |
What are your comments about the family’s investment portfolio? Please keep in mind that their investment portfolio currently consists of common stocks.
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