How to get Averege month return and SD?
1:34 PM Mon Nov 29 100% Warn-et-l-prodb-02-wython.content.cdboarden.com T of 2 Financial Planning Project Use Excel work sheet to build a five-year financial budget and investment planning. Instructions: 1. Open the "Financial Planning Project" Excel file. In the "Student ID" worksheet, please put in your Name, Student ID (UIN) and select your course CRN. You must put in all information for asset return data to be displayed correctly. 2. Check the "Monthly Asset Return Data" worksheet, you will find three individual stock and S&P500 index monthly return data for 5 years (60 months). Please build two portfolios: Two stock portfolio of equal weighted stockl and stock2. Three stock portfolio of equal weighted stockl, stock2 and stock3. Calculate the above two portfolios' monthly return for the same 5 years. > Calculate Average monthly returns and monthly volatilities for all individual stocks, S&P500 index and the two portfolios. Put your answers into the Google form below. | This step including google form input worth 30% of project grade 3. Create a new worksheet "60-month Financial Budget". Suppose you graduated and found your dream job in your desired city. Please use online tools to find income and living expense information of your chosen occupation and location. Use the worksheet to create a 60-month financial budget, including: Income: Expenses: taxes, possible debt/loan payments, housing (including utilities), food and grocery, transportation, clothing, entertainments, and others; Emergency fund; and Savings (if you can save). (I would suggest that you lempiene-in a worksheet "Assumptions", 1:34 PM Mon Nov 29 100% Warn-a-cest-prod-to-wython.conteblackboarden.com Tof 2 3. Create a new worksheet 60-month Financial Budget". Suppose you graduated and found your dream job in your desired city. Please use online tools to find income and living expense information of your chosen occupation and location. Use the worksheet to create a 60-month financial budget, including: Income: Expenses: taxes, possible debt/loan payments, housing (including utilities), food and grocery, transportation, clothing, entertainments, and others; Emergency fund, and Savings (if you can save). (I would suggest that you put all your assumptions in a worksheet Assumptions", however, the assumption worksheet is not required.) [ This step including google form input worth 40% of project grade 4. Create a new worksheet "Investment Comparison". If you can build savings beyond emergency fund, starting from the month you have positive savings, compare three different investment choices, put your savings in: a. ONE individual stock of your choice. b. The portfolio of three stocks. c. S&P 500 index Which investment choice deliver the best results? [This step including google form input worth 30% of project grade] a > AN 12915 Excel 29 PHIL ooo @ @ re FIN 300 Fian Excel Project 12.04.2021 14014 TE 1 te fx 0.10 ENEN ER V GA LY AN VET AD NE VM Del 24 Ca 4 1/2*[85]+(1/2*05 C D K M N 1 Time 2 Month1 3 Month2 4 Month3 5 Month4 6 Months 7 Month 8 Month 9 Months 30 Month 11 Month 10 12 Month11 13 Month12 14 Month13 15 Month14 16 Month15 17 Month16 18 Month17 19 Month18 20 Month19 Stock1 12.6111% 18.7311% 10.4284% -2.6969% - 1.1702% 0.9853% 4.4822% 9.2539% 0.1803% -10.8607% -1.3413% -9.1738% - 14.5094% -2.6116% 0.1855% -0.072996 2.1596% -11.9303% 140225% Stock2 -4.7144% 7.2652% -0.6063% -4.4755% -2.1213% -1.6696% 6.2890% 4.1060% 3.2296% 0.6373% 0.8521% -2.7782% 11.5363% 1.3571% 1.1552% 0.4042% -0.0130% 0.2996% 5.0805% F G H J (stock1 and Stock3 S&P Return stock) 11.7281% 4.6583% 3.9484% -8.1859% 4.3589% 12.9982% 12.0996% 3.4332% 4.9111% 13.9129% -0.4497% -3.5862% -8.7889% -5.96519 -1.6458% 6.6519% 4.2555% -0.3422 1.5677% 1.5598% 5.3856% 5.8166% 2.27639 6.6800% 1.8369% 2.7236% 1.7050% -9.0252% -1.6789% -5.1117% 7.6256% 0.5847% -0.2446% - 1.0682% 1.00689 -5.9760% 5.2317% 5.3428% -1.4866% - 1.0633% 1.4061% -0.6273% 0.2401% 3.8988% 0.6704% -5.3581% 2.1086% 0.1657% 5.4636% 2.3763% 1.0733% 25538% -1.1999% -5,8154% 7.8735% 5.2462% 9.5515% LA coment Financial Budots Invent Common (stock1, stock2 and stock) 6.5416% 5.9368% 7.3072% 2.2468% -4.0268% 1.9892% 4.1130% 6.3922% 1.7489% -6.4162% 23788% -4.340135 0.7529% -0.7726% 0.5269% -1.6756% 2.5367% -3.0256% 8.9922% Mont Bum Amon otv @s MacBook Air Excel ERW DE - A14 5.7 8 GB TE FIN 300 Flan Excel Project 12.04.2021 O WEAR ( 12 w E- FRA LE AU VE FU * 41 AD 041 TAHU SA 5 -0/285)-(1/2"(0510 C M N 1 Time Stock2 Stock3 S&P Return 20 Month19 21 Month20 22 Month21 3 Month22 4 Month23 5 Month24 26 Month25 7 Month26 8 Month27 19 Month28 0 Month29 1 Month30 2 Month31 3 Month32 34 Month33 5 Month34 36 Month35 37 Month36 18 Month37 Stock1 14,0225% 8.2389% -2.2481% 9.5386% 6.8673% 0.7902% -10.8697% 5.6311% 1.8953% 9.8396% 7.7293% 2.6662% 2.7731% 7.6092% -1.8073% 7.0960% 10 4556% -7.289196 6.0424% 5.0805% -3.0012% -2.9529% 7.6220% 4.2972% -3.3365% -5.1449% 2.6625% 2.4663% 3.2179% -2.1320% -2.7231% -0.7970% 7.4884% 0.7580% 4.9840% 3.6210% 0.7298% -6.7586% Am 7.8735% -7.3193% 10.6677% 15.8374% 7.5285% 0.7135% -10.6554% 0.3507% -7.7072% -10.1833% 2.1685% 3.3130% -4.2302% 7.7230% -5.4962% -5.8661% -11.4623% -8.9540% -148355% 5.2462% -2.8298% 3.2749% 4.7596% 3.1049% 2.6563% -3.2583% 4.6117% 0.9932% 0.9201% 2.4030% 2.2058% -1.20B0% 4,0655% -1.2514% 2.6201% 2.7534% -0.1189% -2.8041% (stock1 and stock2) 9.5515% 2.6189% -2,6005% 8.5803% 5.5823% -1.2732% -8.007396 4.1468% 2.1808% 6.5288% 2.7987% -0.0285% 0.9881% 7.5488% -0.5247% 6.0400% 7.0383% -3.2797% -0.3581% (stock1, stock2 and stock) 8.992296 -0.6939% 1.8222% 10.9993% 6.2310% -0.6109% -8.8900% 2.8814% -1.1152% 0.9581% 2.5886% 1.0854% -0.7514% 7.6069% -2.1818% 2.0713% 0.8714% -5.1711% -5.1839% como Finand Boots Comansen S. etv A a MacBook Air Excel AM De ERE 3 - @@ FIN 300 Fland Excel Project 12.04.2021 A 012 Hoje - le VA Na AV TY 04 NA 4 NO 5 -(1/2*(85)-11/2"D5 B C D E F G H J M N 1 Time 38 Month37 39 Month38 0 Month39 1 Month40 32 Month41 3 Month42 14 Month43 35 Month44 16 Month45 7 Month46 18 Month47 19 Month48 0 Month49 1 Month50 2 Month51 3 Month52 54 Month53 55 Month54 56 Month55 Stock1 6.0424% 9.9461% -3.2372% 0.4786% 4.4146% -3.8266% -3.3888% -6.7117% -2 2816% 8.2409% -0.6690% -11.1228% -7.6242% -0.2335% 12.6211% - 14.09219 7.0368% -4 3660% 8.9063% Stock2 -6.7586% 0.9966% -3.7472% -2.1566% -1.4086% -0.1914% -1.1210% -7.8618% 1.7971% 7.0933% -2.0162% 6.1064% 3.7060% -1.7138% 2.5159% -1.847396 1.1483% 44793% 1.8773% Stock3 - 14,8355% 6.6293% -2.7202% 2.7512% 1.1663% 0.5323% 12.9113% - 14.9383% -0.7950% 11.6724% 5.6150% 1.0682% -13.7516% -6.4739% 6.8423% 0.5094% 8.9817% -1.5920% 5.4353% S&P Return -2.8041% 5.7893% -1.4396% 1.1521% 1.3491% -1.8012% 2.2742% -5.9581% -2.3443% 8.5983% 0.3505% -1.4530% -4.7735% -0.1128% 6.8991% 0.5699% 1.8329% 0.3906% 3.8610% (stock1 and stock2) -0.3581% 5.4714% -3.4922% -0.8390% 1.503016 -2.0090% -2.2549% -7.2868% -02423% 7.6671% -1.342696 -2.5082% -1.9591% -0.9737% 7.5685% -79697% 4,0926% 0.0567% 5.3918% (stock1, stock2 and stock3) -5.1839% 5.8573% -32349% 0.3577% 13908% - 1.1619% 2.8005% -9.8373% -0.4265% 9.0022% 0.9766% - 1.3161% -5.8899% -2.8071% 7.3264% -5.1433% 5.7223% -0.4929% 5.4063% ID Way Acum mont Financi in Coman RU etv A @D a MacBook Al Cecel EN @ OPIN 300 Plant Excel Project 12.04.2011 A 90 TE fo - - -10 BAN VET 4 * NE BE AA 44 ITAL NO ES -1/2"-1/2" DEF G H M N 1 Time Stock1 37 MONEN 8.2409% 18 Month47 -0.6690% 19 Month48 - 11.1228% 50 Month49 -7.6242% 51 Month50 -0.2335% 52 Month51 12.6211% 53 Month52 -14.0921% 54 Month53 7.0368% 5 Month54 -43660% 56 Month55 8.9063% 57 Month56 2.2606% 58 Month57 6.45049 59 Month58 0.3334% 50 Month59 -2.2578% 51 Month60 4.6955% 52 33 Average Monthly Return 54 SD(monthly return) 55 56 At Date B Stock2 7.0955% -2.0162% 6.1064% 3.7060% -1.7138% 25159% -1.8473% 1.1483% 4.4793% 1.8773% 2.0096% 2.7946% -2.5409% -5.0000% 1.9646% Stock3 TT.6724% 5.6150% 1.0682% -13.7516% -6.4739% 6.8423% 0.5094% 8.9817% -1.5920% 5.4353% 0.7640% 82603% -6.2717% -5.5695% -0.6933% S&P Return 8.5965% 0.3505% -14530% -4.7735% -0.1128% 6.8991% 0.5699% 1.832996 0.3906% 3.8610% 0.1781% 0.1766% -1.6426% 3.7174% 2.120196 (stock1 and stock2) 76071% -1.3426% -2.5082% -1.9591% -0.9737% 7.5685% -7.9697% 4.0926% 0,0567% 5.3918% 2.1351% 4.6225% -1.1038% -3.6289% 3.3301% (stock1, stock2 and stock) YOU22% 0.9766% -1.3161% -5.8899% -2.8071% 7.3264% -5.1433% 5.7223% -0.4929% 5.4063% 1.6781% 5.8351% -2.8264% 4.2758% 1.98899 Aduro on Franco Comparton SA atv A @ MacBook Air 1:34 PM Mon Nov 29 100% Warn-et-l-prodb-02-wython.content.cdboarden.com T of 2 Financial Planning Project Use Excel work sheet to build a five-year financial budget and investment planning. Instructions: 1. Open the "Financial Planning Project" Excel file. In the "Student ID" worksheet, please put in your Name, Student ID (UIN) and select your course CRN. You must put in all information for asset return data to be displayed correctly. 2. Check the "Monthly Asset Return Data" worksheet, you will find three individual stock and S&P500 index monthly return data for 5 years (60 months). Please build two portfolios: Two stock portfolio of equal weighted stockl and stock2. Three stock portfolio of equal weighted stockl, stock2 and stock3. Calculate the above two portfolios' monthly return for the same 5 years. > Calculate Average monthly returns and monthly volatilities for all individual stocks, S&P500 index and the two portfolios. Put your answers into the Google form below. | This step including google form input worth 30% of project grade 3. Create a new worksheet "60-month Financial Budget". Suppose you graduated and found your dream job in your desired city. Please use online tools to find income and living expense information of your chosen occupation and location. Use the worksheet to create a 60-month financial budget, including: Income: Expenses: taxes, possible debt/loan payments, housing (including utilities), food and grocery, transportation, clothing, entertainments, and others; Emergency fund; and Savings (if you can save). (I would suggest that you lempiene-in a worksheet "Assumptions", 1:34 PM Mon Nov 29 100% Warn-a-cest-prod-to-wython.conteblackboarden.com Tof 2 3. Create a new worksheet 60-month Financial Budget". Suppose you graduated and found your dream job in your desired city. Please use online tools to find income and living expense information of your chosen occupation and location. Use the worksheet to create a 60-month financial budget, including: Income: Expenses: taxes, possible debt/loan payments, housing (including utilities), food and grocery, transportation, clothing, entertainments, and others; Emergency fund, and Savings (if you can save). (I would suggest that you put all your assumptions in a worksheet Assumptions", however, the assumption worksheet is not required.) [ This step including google form input worth 40% of project grade 4. Create a new worksheet "Investment Comparison". If you can build savings beyond emergency fund, starting from the month you have positive savings, compare three different investment choices, put your savings in: a. ONE individual stock of your choice. b. The portfolio of three stocks. c. S&P 500 index Which investment choice deliver the best results? [This step including google form input worth 30% of project grade] a > AN 12915 Excel 29 PHIL ooo @ @ re FIN 300 Fian Excel Project 12.04.2021 14014 TE 1 te fx 0.10 ENEN ER V GA LY AN VET AD NE VM Del 24 Ca 4 1/2*[85]+(1/2*05 C D K M N 1 Time 2 Month1 3 Month2 4 Month3 5 Month4 6 Months 7 Month 8 Month 9 Months 30 Month 11 Month 10 12 Month11 13 Month12 14 Month13 15 Month14 16 Month15 17 Month16 18 Month17 19 Month18 20 Month19 Stock1 12.6111% 18.7311% 10.4284% -2.6969% - 1.1702% 0.9853% 4.4822% 9.2539% 0.1803% -10.8607% -1.3413% -9.1738% - 14.5094% -2.6116% 0.1855% -0.072996 2.1596% -11.9303% 140225% Stock2 -4.7144% 7.2652% -0.6063% -4.4755% -2.1213% -1.6696% 6.2890% 4.1060% 3.2296% 0.6373% 0.8521% -2.7782% 11.5363% 1.3571% 1.1552% 0.4042% -0.0130% 0.2996% 5.0805% F G H J (stock1 and Stock3 S&P Return stock) 11.7281% 4.6583% 3.9484% -8.1859% 4.3589% 12.9982% 12.0996% 3.4332% 4.9111% 13.9129% -0.4497% -3.5862% -8.7889% -5.96519 -1.6458% 6.6519% 4.2555% -0.3422 1.5677% 1.5598% 5.3856% 5.8166% 2.27639 6.6800% 1.8369% 2.7236% 1.7050% -9.0252% -1.6789% -5.1117% 7.6256% 0.5847% -0.2446% - 1.0682% 1.00689 -5.9760% 5.2317% 5.3428% -1.4866% - 1.0633% 1.4061% -0.6273% 0.2401% 3.8988% 0.6704% -5.3581% 2.1086% 0.1657% 5.4636% 2.3763% 1.0733% 25538% -1.1999% -5,8154% 7.8735% 5.2462% 9.5515% LA coment Financial Budots Invent Common (stock1, stock2 and stock) 6.5416% 5.9368% 7.3072% 2.2468% -4.0268% 1.9892% 4.1130% 6.3922% 1.7489% -6.4162% 23788% -4.340135 0.7529% -0.7726% 0.5269% -1.6756% 2.5367% -3.0256% 8.9922% Mont Bum Amon otv @s MacBook Air Excel ERW DE - A14 5.7 8 GB TE FIN 300 Flan Excel Project 12.04.2021 O WEAR ( 12 w E- FRA LE AU VE FU * 41 AD 041 TAHU SA 5 -0/285)-(1/2"(0510 C M N 1 Time Stock2 Stock3 S&P Return 20 Month19 21 Month20 22 Month21 3 Month22 4 Month23 5 Month24 26 Month25 7 Month26 8 Month27 19 Month28 0 Month29 1 Month30 2 Month31 3 Month32 34 Month33 5 Month34 36 Month35 37 Month36 18 Month37 Stock1 14,0225% 8.2389% -2.2481% 9.5386% 6.8673% 0.7902% -10.8697% 5.6311% 1.8953% 9.8396% 7.7293% 2.6662% 2.7731% 7.6092% -1.8073% 7.0960% 10 4556% -7.289196 6.0424% 5.0805% -3.0012% -2.9529% 7.6220% 4.2972% -3.3365% -5.1449% 2.6625% 2.4663% 3.2179% -2.1320% -2.7231% -0.7970% 7.4884% 0.7580% 4.9840% 3.6210% 0.7298% -6.7586% Am 7.8735% -7.3193% 10.6677% 15.8374% 7.5285% 0.7135% -10.6554% 0.3507% -7.7072% -10.1833% 2.1685% 3.3130% -4.2302% 7.7230% -5.4962% -5.8661% -11.4623% -8.9540% -148355% 5.2462% -2.8298% 3.2749% 4.7596% 3.1049% 2.6563% -3.2583% 4.6117% 0.9932% 0.9201% 2.4030% 2.2058% -1.20B0% 4,0655% -1.2514% 2.6201% 2.7534% -0.1189% -2.8041% (stock1 and stock2) 9.5515% 2.6189% -2,6005% 8.5803% 5.5823% -1.2732% -8.007396 4.1468% 2.1808% 6.5288% 2.7987% -0.0285% 0.9881% 7.5488% -0.5247% 6.0400% 7.0383% -3.2797% -0.3581% (stock1, stock2 and stock) 8.992296 -0.6939% 1.8222% 10.9993% 6.2310% -0.6109% -8.8900% 2.8814% -1.1152% 0.9581% 2.5886% 1.0854% -0.7514% 7.6069% -2.1818% 2.0713% 0.8714% -5.1711% -5.1839% como Finand Boots Comansen S. etv A a MacBook Air Excel AM De ERE 3 - @@ FIN 300 Fland Excel Project 12.04.2021 A 012 Hoje - le VA Na AV TY 04 NA 4 NO 5 -(1/2*(85)-11/2"D5 B C D E F G H J M N 1 Time 38 Month37 39 Month38 0 Month39 1 Month40 32 Month41 3 Month42 14 Month43 35 Month44 16 Month45 7 Month46 18 Month47 19 Month48 0 Month49 1 Month50 2 Month51 3 Month52 54 Month53 55 Month54 56 Month55 Stock1 6.0424% 9.9461% -3.2372% 0.4786% 4.4146% -3.8266% -3.3888% -6.7117% -2 2816% 8.2409% -0.6690% -11.1228% -7.6242% -0.2335% 12.6211% - 14.09219 7.0368% -4 3660% 8.9063% Stock2 -6.7586% 0.9966% -3.7472% -2.1566% -1.4086% -0.1914% -1.1210% -7.8618% 1.7971% 7.0933% -2.0162% 6.1064% 3.7060% -1.7138% 2.5159% -1.847396 1.1483% 44793% 1.8773% Stock3 - 14,8355% 6.6293% -2.7202% 2.7512% 1.1663% 0.5323% 12.9113% - 14.9383% -0.7950% 11.6724% 5.6150% 1.0682% -13.7516% -6.4739% 6.8423% 0.5094% 8.9817% -1.5920% 5.4353% S&P Return -2.8041% 5.7893% -1.4396% 1.1521% 1.3491% -1.8012% 2.2742% -5.9581% -2.3443% 8.5983% 0.3505% -1.4530% -4.7735% -0.1128% 6.8991% 0.5699% 1.8329% 0.3906% 3.8610% (stock1 and stock2) -0.3581% 5.4714% -3.4922% -0.8390% 1.503016 -2.0090% -2.2549% -7.2868% -02423% 7.6671% -1.342696 -2.5082% -1.9591% -0.9737% 7.5685% -79697% 4,0926% 0.0567% 5.3918% (stock1, stock2 and stock3) -5.1839% 5.8573% -32349% 0.3577% 13908% - 1.1619% 2.8005% -9.8373% -0.4265% 9.0022% 0.9766% - 1.3161% -5.8899% -2.8071% 7.3264% -5.1433% 5.7223% -0.4929% 5.4063% ID Way Acum mont Financi in Coman RU etv A @D a MacBook Al Cecel EN @ OPIN 300 Plant Excel Project 12.04.2011 A 90 TE fo - - -10 BAN VET 4 * NE BE AA 44 ITAL NO ES -1/2"-1/2" DEF G H M N 1 Time Stock1 37 MONEN 8.2409% 18 Month47 -0.6690% 19 Month48 - 11.1228% 50 Month49 -7.6242% 51 Month50 -0.2335% 52 Month51 12.6211% 53 Month52 -14.0921% 54 Month53 7.0368% 5 Month54 -43660% 56 Month55 8.9063% 57 Month56 2.2606% 58 Month57 6.45049 59 Month58 0.3334% 50 Month59 -2.2578% 51 Month60 4.6955% 52 33 Average Monthly Return 54 SD(monthly return) 55 56 At Date B Stock2 7.0955% -2.0162% 6.1064% 3.7060% -1.7138% 25159% -1.8473% 1.1483% 4.4793% 1.8773% 2.0096% 2.7946% -2.5409% -5.0000% 1.9646% Stock3 TT.6724% 5.6150% 1.0682% -13.7516% -6.4739% 6.8423% 0.5094% 8.9817% -1.5920% 5.4353% 0.7640% 82603% -6.2717% -5.5695% -0.6933% S&P Return 8.5965% 0.3505% -14530% -4.7735% -0.1128% 6.8991% 0.5699% 1.832996 0.3906% 3.8610% 0.1781% 0.1766% -1.6426% 3.7174% 2.120196 (stock1 and stock2) 76071% -1.3426% -2.5082% -1.9591% -0.9737% 7.5685% -7.9697% 4.0926% 0,0567% 5.3918% 2.1351% 4.6225% -1.1038% -3.6289% 3.3301% (stock1, stock2 and stock) YOU22% 0.9766% -1.3161% -5.8899% -2.8071% 7.3264% -5.1433% 5.7223% -0.4929% 5.4063% 1.6781% 5.8351% -2.8264% 4.2758% 1.98899 Aduro on Franco Comparton SA atv A @ MacBook Air
