Shareholder Report
Introduction
Citigroup, Inc. is a global financial services holding company providing products and services to the consumer banking sector. The financial institution is responsible for a portfolio of credit cards, corporate and investment banking, securities and other asset management. The foregoing is the shareholder report describing investment in Citigroup, Inc. shares, purchased 6 June, and sold 21 June 2013. The sum of USD $100,000 was invested in the company’s stock. The shareholder report takes into account portfolio factors affecting stock price*; including increase in net income and revenue expenses, as well as increase in net worth assets and liabilities.
Shareholder Report
Ticker Symbol: (C)
Stock Price: $50.83
Current stock price: $50.04
Stock Price: $46.87
Profit/Loss: ($7806.71)
Commission: transaction fee of USD $10
Results
Citigroup, Inc. EPS Ratio or earnings per share during the period of 6 June through 21 June 2013 is based on net income from preferred stock by number of outstanding shares. Results to EPS ratio reporting of Citigroup’s price to earnings performance for the period were abysmal with the scheduled sale of the shares 21 June 2013. Prediction that the stock price would return to a positive price to earnings ratio did not pay off. Since the initial investment on 6 June 2013, stock price has been lower to date. Still, due to the reputation of Citigroup, Inc. as financial institution, recommendation for future share purchase at a later date may be advised. Market Capitalization or number of shares per share price informed the decision, as illustrated in the reporting on shareholder annual dividend yield (Chart 1).
Chart 1. Citigroup ( C ) dividend yield reporting (Morningstar, 2013).
The current shareholder report is based on a short-term, two week buy and sell of Citigroup’s shares. Competitive stock analysis of the buy might be better evaluated in a later, long-term contract more indicative of annual reporting of dividend yield and market price of the company’s stock. Reinvestment strategy by Citigroup is based on the financial institution’s primary concern, liquidity.
Summary
Analyst report on Citigroup, Inc. ( C ) performance is provided in recommendation summary of the company’s buy/sell prospectus (Chart 2).
Chart 2. Citigroup, Inc. Recommendation Summary * (Strong Buy) 1.0 - 5.0 (Sell) (Yahoo Finance, 2013).
At present, results remain flat. Advisory on repurchase of Citigroup, Inc. shares is hold for signal that the company’s portfolio is outperforming predictions.
Appendix
Appendix A. Citigroup, Inc. ( C ) stock prices 6 June to 21 June 2013 (Yahoo Finance, 2013).
References
Citigroup, Inc. ( C ) (2013). Morningstar. Retrieved from: http://quotes.morningstar.com/stock/c/s?t=c
Citigroup, Inc. ( C) (2013). Yahoo Finance. Retrieved from: http://finance.yahoo.com/q;_ylt=A2KJNTtjod9ROn8A4WWTmYlQ?s=c
