AutoSave OFF + 5 = Home Insert Draw Page Layout Paste L39 D Calibri (Body) BI U fx E F Portfolio Listing 4 Formulas Data Review View Tell me 11 A A ab Wrap Text Percentage A Merge & Center $ %" H J K M N wwwwww 5 QCOM 3.55% $ 64.10 2.92% 22 23 24 Invesco International Grow 110 32.37 $ 3,560.70 36% 1 BABA 3.64% $ 129.61 5.91% 25 2 GIB.A.TO 3.03% $ 107.89 4.92% 3 26 2330.TW 2.97% $ 105.75 4.83% 27 4 AVGO 2.95% $ 105.04 4.79% 28 5 INVE B 2.88% $ 102.55 4.68% 29 30 X) Invesco Diversified Dividen 41 19.96 $ 818.36 8% 1 GIS 3.31% $ 27.09 1.24% 31 2 PG 3.18% $ 26.02 1.19% 3 32 HIG 2.79% $ 22.83 1.04% 33 4 ETR 2.75% $ 22.50 1.03% 5 34 D 2.52% $ 20.62 0.94% 35 36 10,009.07 Total Portfolio Value $ 2,191.44 37 38 39 0 Share Comments Conditional Formatting as Table Styles Format Cell Insert Delete v Format Sort & Filter Find & Select Analyze Sensitivity Data P a R S T U V W X Y PE Ratio Outstanding 41 Top Five Investments Symbol % of Total Value Beta PE Ratio Sector of the sector Book Value Assets Liabilities Net # of Shares REG Ratio 1 AMAZON INC AMZN 16.99% $ 43 2 Apple Inc AAPL 12.54% $ 1,700.54 1,225.14 44 3 Microsoft Corp MSFT 10.03% $ 1,003.91 45 4 Alphabet Inc A GOOGL 4.79% $ 46 5 Facebook Inc A FB 4.69% $ 479.43 469.43 47 48 from Yahoo Expected Value of each Stock Boom Expected Bust Expected Total expected rate Top Five Investments Symbol % of Total Value Investment Weight 50 YTD Expected rate of return in % Return Probability return Probability Expected rate of return during Boom Expected rate of return during Bust of return Return Devation Deviation Squared Standard Deviation Squared Deviation of boom+bust Boom State 1 AMAZON INC AMZN 52 2 Apple Inc AAPL 35% $ 25% $ 1,700.54 1,225.14 35% 70% 30% 25% 70% 30% 53 3 Microsoft Corp MSFT 21% $ 1,003.91 21% 70% 30% 54 4 Alphabet Inc A GOOGL 10% $ 479.43 10% 70% 30% 55 5 Facebook Inc A FB 10% $ 469.43 10% 70% 30% 56 $ 4,878.45 100% 58 Funds Ready Accessibility: Investigate Squared Deviation Variance of Bust State Simplified return Expected Portfolio Returns Expected Retum Expected Retur during boom period Total during bust Expected Expected Bust Expected Boom Return Return period Return Intentionally Blank + 93%