I need help for excel
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 > G H M N O Q Portfolio of stock1 and stack L Portfolio of stedet stock2 andstad 1 Time 2 Month 1 3 Month 2 4 Months 5 Month 6 Months 7 Month Month 9 Month 10 Month 11 Month 10 12 Month 11 13 Month 12 14 Month 13 15 Month 14 16 Months 17 Month 16 18 Month 17 19 Month 18 20 Month 19 21 Month 20 22 Months 23 Month 22 24 Month 23 25 Month24 26 Month 25 22 Months 20 Month? 29 Month 28 30 Months 31 Mont 32 Month:31 33 Month 32 34 Months 35 Month 36 Month 35 37 Moth Stock 1 Stock2 Stocks SAP Retum 1261113 -47144% 11.7281% 46583% 1873115 72652% -8.1859% 41589 10.42845 -05063% 120096% 343326 269695 -44759% 139129% -0.4497% - 1.1702% -212139 -8.789 -5965156 09853% -1566% 6:6519 4.2555% 42 6.28 1.5677 15598 92589% 4.1060% 5.8166% 22763% 0.1803% 32296% 18369% 27236% - 10.1607% 06373% -90252% -16789% -1.3413% 0.8521% 75256 OS -91730% -27782% -1.0682% 1.0668% 14.500 115363% 52317% 5.1428% -26116 1.3571% -10631% 1.4061% 0.1855 1.1552% 02401% 3.89899 -0.0729% 0.4042% -535813 2.1086 21595% -0.01309 5.4636 2.376% -11.910% 0296 25538 - 1.1999% 140225 5005% 78735 524524 8.219 3.0012% -731933 -2020 -22481% -2.95296 106677% 127495 9536 7522016 15.8374 4.75 6,867 42972 75285 3.10493 07902 -33565% 07135 26563 103697 5149% 10655 32583 56111 26625 OSO 45117 1995 2.4663% 1072 0991 51.8396 5217 -101 90% 7.7299 NO 25685 240BON 26662 2 3.3130 2205 0.970 42932 12080 TA 7454 7.720 40055 -1.00 07580 -54362 -1.25 700 252015 49540 5665 1045 1619 11.42 2:15 7289 OY 59540 ** RO ALLE onomenares Batoote Como 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 > G H M N O Q Portfolio of stock1 and stack L Portfolio of stedet stock2 andstad 1 Time 2 Month 1 3 Month 2 4 Months 5 Month 6 Months 7 Month Month 9 Month 10 Month 11 Month 10 12 Month 11 13 Month 12 14 Month 13 15 Month 14 16 Months 17 Month 16 18 Month 17 19 Month 18 20 Month 19 21 Month 20 22 Months 23 Month 22 24 Month 23 25 Month24 26 Month 25 22 Months 20 Month? 29 Month 28 30 Months 31 Mont 32 Month:31 33 Month 32 34 Months 35 Month 36 Month 35 37 Moth Stock 1 Stock2 Stocks SAP Retum 1261113 -47144% 11.7281% 46583% 1873115 72652% -8.1859% 41589 10.42845 -05063% 120096% 343326 269695 -44759% 139129% -0.4497% - 1.1702% -212139 -8.789 -5965156 09853% -1566% 6:6519 4.2555% 42 6.28 1.5677 15598 92589% 4.1060% 5.8166% 22763% 0.1803% 32296% 18369% 27236% - 10.1607% 06373% -90252% -16789% -1.3413% 0.8521% 75256 OS -91730% -27782% -1.0682% 1.0668% 14.500 115363% 52317% 5.1428% -26116 1.3571% -10631% 1.4061% 0.1855 1.1552% 02401% 3.89899 -0.0729% 0.4042% -535813 2.1086 21595% -0.01309 5.4636 2.376% -11.910% 0296 25538 - 1.1999% 140225 5005% 78735 524524 8.219 3.0012% -731933 -2020 -22481% -2.95296 106677% 127495 9536 7522016 15.8374 4.75 6,867 42972 75285 3.10493 07902 -33565% 07135 26563 103697 5149% 10655 32583 56111 26625 OSO 45117 1995 2.4663% 1072 0991 51.8396 5217 -101 90% 7.7299 NO 25685 240BON 26662 2 3.3130 2205 0.970 42932 12080 TA 7454 7.720 40055 -1.00 07580 -54362 -1.25 700 252015 49540 5665 1045 1619 11.42 2:15 7289 OY 59540 ** RO ALLE onomenares Batoote Como MacBook Air
