1. On the Investment Detail worksheet, enter a nested IF function into cell G3. If the Dividend / Yield value in cell F3 is less than 2%, show the word Low. If the Dividend / Yield value in cell F3 is greater than or equal to 5%, show the word High. Otherwise, show the word Moderate.
2. On the Investment Detail worksheet in cell P3, use the OR function within an IF function to evaluate the Current vs. Target value. If the Current vs. Target value in cell O3 is greater than 2% or less than 2%, show the word REEVAL. Otherwise, show the word KEEP.
3. On the Investment Detail worksheet in cell Q3, use the AND function within an IF function to evaluate the Current vs. Target value and the Unrealized Gain/Loss value. If the Current vs. Target value in cell O3 is greater than 2% and if the Unrealized Gain/Loss value in cell K3 is greater than 0, show the word BUY. Otherwise, show the word hold.

Please do all steps and show the excel formulas.

A1 fx Investment Portfolio A B D E F G H | J K L M N P Q R Investment Portfolio 1 Growth Last Performance Year Targets Cost of Purchase Current Investment Value Buy Indicator Months Owned A A A AU $ Symbol Description VFICX Intermediate Investment Grade VFSTX Short Term Investment Grade WWEHX High Yield Corporate VUSTX Long Term Treasury VDMIX Developed Markets VEIPX Equity Income VISGX Small Cap Growth VIMSX VTRIX International Value VEIEX Emerging Markets TRY The Travelers Companies, Inc. JNJ Johnson and Johnson KO Coca Cola MSFT Microsoft Corporation IBM International Business Machine Dividend / Yield Yield Strength 4.60% 3.20% 7.20% 4.00% 2.60% 2.50% 0.30% 1.00% 2.00% 1.40% 2.40% 3.60% 2.80% 2.50% 1.60% 2 Investment Type 3 Bond Fund 4. Bond Fund 5 Bond Fund 6 Bond Fund 7 International Stock Fund 8 Domestic Stock Fund 9 Domestic Stock Fund 10 Domestic Stock Fund 11 International Stock Fund 12 International Stock Fund 13 Individual Stock 14 Individual Stock 15 Individual Stock 16 Individual Stock 17 Individual Stock 18 19 20 Alcala AAA lalala $ 7,118 $ $ 8,010 $ $ 3,145 $ $ 5,500 $ 7,340 $ $ 11,675$ $ 4,833 $ $ 5,603 $ $ 5,708 $ $ 5,935$ $ 5,721 $ $ 7,995 $ $ 9,369 $ $ 2,102 $ $ 6,576 $ Mid Cap Current Target Unrealized Percent Percent of Percent of Current vs. Rebalance Gain indicator Gain/Loss Gain/Loss Portfolio Portfolio Target Indicator 1,697 23.85% 7.5% 10.0% -2.5% 867 10.82% 7.5% 10.0% -2.5% $ 811 25.79% 3.4% 10.0% -6.6% $ 126 2.29% 4.8% 10.0% -5.2% $ (1,382) -18.82% 5.1% 7.0% -1.9% $ (373) -3.20% 9.6% 5.0% 4.6% $ 1,125 23.28% 5.1% 5.0% 0.1% $ 41 0.74% 4.8% 5.0% -0.2% $ 2,900 50.81% 7.3% 7.0% 0.3% $ 2,078 35.01% 6.8% 6.0% 0.8% $ 3,495 61.09% 7.8% 5.0% 2.8% $ 3,676 45.98% 9.9% 5.0% 4.9% 588 6.28% 8.5% 5.0% 3.5% (14) -0.67% 1.8% 5.0% -3.2% 5,362 81.53% 10.1% 5.0% 5.1% 8,815 8,877 3,956 5,626 5,958 11,302 5,958 5,644 8,607 8,013 9,216 11,671 9,957 2,087 11,938 48 37 48 10 42 22 33 46 29 9 72 87 6 50 100 AA 21 22 23 24 25 26 27 ond Fund 28 A1 fx Investment Portfolio A B D E F G H | J K L M N P Q R Investment Portfolio 1 Growth Last Performance Year Targets Cost of Purchase Current Investment Value Buy Indicator Months Owned A A A AU $ Symbol Description VFICX Intermediate Investment Grade VFSTX Short Term Investment Grade WWEHX High Yield Corporate VUSTX Long Term Treasury VDMIX Developed Markets VEIPX Equity Income VISGX Small Cap Growth VIMSX VTRIX International Value VEIEX Emerging Markets TRY The Travelers Companies, Inc. JNJ Johnson and Johnson KO Coca Cola MSFT Microsoft Corporation IBM International Business Machine Dividend / Yield Yield Strength 4.60% 3.20% 7.20% 4.00% 2.60% 2.50% 0.30% 1.00% 2.00% 1.40% 2.40% 3.60% 2.80% 2.50% 1.60% 2 Investment Type 3 Bond Fund 4. Bond Fund 5 Bond Fund 6 Bond Fund 7 International Stock Fund 8 Domestic Stock Fund 9 Domestic Stock Fund 10 Domestic Stock Fund 11 International Stock Fund 12 International Stock Fund 13 Individual Stock 14 Individual Stock 15 Individual Stock 16 Individual Stock 17 Individual Stock 18 19 20 Alcala AAA lalala $ 7,118 $ $ 8,010 $ $ 3,145 $ $ 5,500 $ 7,340 $ $ 11,675$ $ 4,833 $ $ 5,603 $ $ 5,708 $ $ 5,935$ $ 5,721 $ $ 7,995 $ $ 9,369 $ $ 2,102 $ $ 6,576 $ Mid Cap Current Target Unrealized Percent Percent of Percent of Current vs. Rebalance Gain indicator Gain/Loss Gain/Loss Portfolio Portfolio Target Indicator 1,697 23.85% 7.5% 10.0% -2.5% 867 10.82% 7.5% 10.0% -2.5% $ 811 25.79% 3.4% 10.0% -6.6% $ 126 2.29% 4.8% 10.0% -5.2% $ (1,382) -18.82% 5.1% 7.0% -1.9% $ (373) -3.20% 9.6% 5.0% 4.6% $ 1,125 23.28% 5.1% 5.0% 0.1% $ 41 0.74% 4.8% 5.0% -0.2% $ 2,900 50.81% 7.3% 7.0% 0.3% $ 2,078 35.01% 6.8% 6.0% 0.8% $ 3,495 61.09% 7.8% 5.0% 2.8% $ 3,676 45.98% 9.9% 5.0% 4.9% 588 6.28% 8.5% 5.0% 3.5% (14) -0.67% 1.8% 5.0% -3.2% 5,362 81.53% 10.1% 5.0% 5.1% 8,815 8,877 3,956 5,626 5,958 11,302 5,958 5,644 8,607 8,013 9,216 11,671 9,957 2,087 11,938 48 37 48 10 42 22 33 46 29 9 72 87 6 50 100 AA 21 22 23 24 25 26 27 ond Fund 28