Instructions

The 'Investment List' worksheet has a table with Symbol, Description, Investment Type and Benchmark for several companies.

$1$ Use this table to fill the subset of the table in the 'Investment Detail' worksheet using the following steps.

Go to the Investment Detail worksheet.

In cell A$5,$ type the VLOOKUP formula to look up the Benchmark in 'Investment List' table in Investment List worksheet and display it$.$ Use 'Symbol' as the look up value. Use absolute referencing where necessary and drag and

Use Absolute

$2$ drop to fill the entire column in the table.

Reference for

In cell B$5,$ type the VLOOKUP formula to look up the Investment Type in 'Investment List' table in Investment List table$\_$array. worksheet and display it$.$ Use 'Symbol' as the look up value. Use absolute referencing where necessary and drag and

$3$ drop to fill the entire column in the table.

In cell D$5,$ type the VLOOKUP formula to look up the Description in 'Investment List' table in Investment List worksheet and display it$.$ Use 'Symbol' as the look up value. Use absolute referencing where necessary and drag and

$4$ drop to fill the entire column in the table.

In cell V$5,$ type the HLOOKUP formula to look up the Benchmark Growth Rate $5$ Year in 'Financial Benchmarks Average Growth per Year' table in Benchmarks worksheet and display it$.$ Use 'Benchmark' in cell A$5$ as the look up

Hint: Use

$5$ value. Use absolute referencing where necessary and drag and drop to fill the entire column in the table.

'FALSE' for range$\_$lookup

$\backslash$table$[[\frac{1}{2},$Investment List$],[$Symbol$,$Description,Investment Type,Benchmark$],[3,$AAPL,Apple Inc.,Common Stock,S&P $500],[4,$CMG$,$Chipotle Mexican Grill,Common Stock,S&P $500],[5,$FB$,$Facebook,Common Stock,S&P $500],[6,$GDMG$,$Gold Mining,Precious Metals ETF,Precious Metals$],[7,$GLDM$,$Developed Markets,Global Stock ETF,Global$],[8,$GLEM,Emerging Markets,Global Stock ETF,Global$],[9,$GLVL$,$Global Value,Global Stock ETF,Global$],[10,$GOOGL,Alphabet,Common Stock,S&P $500],[11,$HYCR$,$High Yield,Bond ETF,Bond Market$],[12,$IBM,International Business Machine,Common Stock,S&P $500],[13,$IGIT,IT Inv Grade,Bond ETF,Bond Market$],[14,$IGLT,LT Inv Grade,Bond ETF,Bond Market$],[15,$IGST,ST Inv Grade,Bond ETF,Bond Market$],[16,$IXST,ST Index,Bond ETF,Bond Market$],[17,JNJ,$Johnson and Johnson,Common Stock,S&P $500],[18,KO,$Coca Cola,Common Stock,S&P $500],[19,$MCST$,$Mid Cap,Stock ETF,S&P $500],[20,$MCTX$,$Big Technology,Stock ETF,S&P $500],[21,$MSFT$,$Microsoft Corporation,Common Stock,S&P $500],[22,$NEM,Newmont GoldCorp Mine,Common Stock,Precious Metals$],[23,$SCST$,$Small Cap,Stock ETF,S&P $500],[24,$SDIV,Equity Income,Stock ETF,S&P $500],[25,$SFIX,Stitch Fix,Common Stock,S&P $500],[26,$SPFH$,$S&P $500$ Index,Stock ETF,S&P $500],[27,$TRIT,IT Treasury,Bond ETF,Bond Market$],[28,$TRLT$,$LT Treasury,Bond ETF,Bond Market$],[29,$TRV$,$The Travelers Companies, Inc.,Common Stock,S&P $500]]$

Investment Portfolio: Balance Analysis

Totals

$3$

Descriptive Information

$4$

Benchmark

Investment Type

Symbol

Description

Dividend $/$

Benchmark

$5$

TRLT

Yield

Growth Rate $5$

$6$

$7$

$8$

$9$

$10$

$11$

$12$

$13$

$14$

$15$

$16$

$17$

$18$

$19$

IGST

$x$