Question
Create a formula in cell C4 where any date between January 1, 2007 and December 31, 2010 can be entered into cell C3 and the
- Create a formula in cell C4 where any date between January 1, 2007 and December 31, 2010 can be entered into cell C3 and the total value of the stock portfolio for that date will be calculated in cell C4.You must use three vlookup functions in cell C4 to receive full credit. (10 points)
- Create a formula in cell C5 where any date between January 1, 2007 and December 31, 2010 can be entered into cell C3 and the average value of the stock portfolio for that date will be calculated in cell C5. (5 points)
Portfolio Summary Analysis Answer 1 Valuation Date: 12/31/2009 Answer 2 Portfolio Value: Answer 3 Average Position This Period: Answer 4 Answer 5 BEST BUY COKE MOTOROLA Answer 6 Shares Held 1,000 2,000 1,000 Answer 7 Date Answer 8 Jan-07 $1.819 $50.500 $34.000 Feb-07 $1.417 $51.125 $38.625 Mar-07 $1.181 $52.625 $37.250 Apr-07 $1.111 $57.875 $39.875 May-07 $1.028 $61.000 $40.375 Jun-07 $1.139 $55.750 $36.375 Jul-07 $1.500 $63.625 $36.125 Aug-07 $1.514 $68.500 $38.250 Sep-07 $1.646 $68.000 $42.437 Oct-07 $1.444 $69.125 $42.437 Answer 9 Nov-07 $1.896 $57.312 $41.000 Dec-07 $2.743 $61.000 $46.750 Jan-08 $3.104 $56.625 $49.187 Feb-08 $3.236 $62.500 $49.875 Mar-08 $4.097 $66.687 $49.375 Apr-08 $5.639 $67.987 $45.500 May-08 $6.618 $68.625 $48.250 Jun-08 $7.410 $77.437 $47.812 Jul-08 $7.806 $75.875 $49.875 Aug-08 $7.222 $78.375 $48.313 Sep-08 $8.028 $85.500 $47.063 Oct-08 $10.389 $80.500 $47.500 Nov-08 $8.639 $65.125 $43.875 Dec-08 $9.250 $57.625 $44.875 Jan-09 $10.667 $67.563 $46.875 Feb-09 $12.806 $70.063 $45.375 Mar-09 $13.639 $67.000 $44.875 Apr-09 $20.167 $65.313 $41.875 May-09 $20.611 $63.875 $44.938 Jun-09 $23.111 $61.375 $37.375 Jul-09 $21.167 $68.063 $40.625 Aug-09 $20.222 $68.500 $39.938 Sep-09 $30.000 $62.000 $44.500 Oct-09 $33.167 $60.563 $43.563 Nov-09 $31.278 $59.813 $40.000 Dec-09 $27.556 $48.250 $40.938 Jan-10 $24.778 $59.000 $48.875 Feb-10 $27.778 $67.188 $49.250 Mar-10 $22.333 $58.250 $49.875 Apr-10 $21.222 $57.438 $49.750 May-10 $24.278 $48.625 $38.875 Jun-10 $38.222 $46.938 $40.938 Jul-10 $35.889 $47.250 $40.000 Aug-10 $28.444 $53.375 $38.188 Sep-10 $28.111 $57.438 $42.000 Oct-10 $32.333 $61.313 $45.000 Nov-10 $27.444 $52.625 $47.688 Dec-10 $28.278 $55.125 $48.813
- What was the total value of the stock portfolio on January 1, 2009?Place your answer in cell G2.(3 points)
- What was the total value of the stock portfolio on December 31, 2010?Place your answer in cell G3. (3 points)
- By what percent did the total value of the portfolio grow/shrink from January 1, 2009 to December 31, 2010?Place your answer in cell G4. (3 points)
- What was the average value of the stock portfolio value on December 10, 2008?Place your answer in cell G5.(3 points)
- Calculate the percent growth of each stock from January 1, 2007 through December 31, 2010.Place the formula/answer for Best Buy in cell G6.Place the formula/answer for Coke in cells G7. Place the formula/answer for Motorola in cell G8. (3 points)
- Was this portfolio a good investment during the two-year period from January 2009 to December 2010?Explain your answer in cell G9. (6 points)
- What stock performed the best during the three-year period from January 2007 to December 2010? Explain your answer in cell G19. (6 points)
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