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Use the historical data and template provided to create a model for the analysis of 2-securities portfolio. 1. Create 'drop down' menu and use LOOKUP command so you can choose any 2 securities for the analysis 2. Calculate Summary Statistics: Average, Variance, St. Dev., Covariance, Correlation 3. Construct Opportunity Set Table 4. Find Optimal Risky Portfolio 5. Create Opportunity Set Graph, including Opportunity Set, each one of the 2 securities with labels, and Capital Asset Line 6. Complete Quiz Project Part 1 on Canvas based on the answers from your excel template Select XLU and XLK for your portfolio from your drop down menu, answer all the questions based on these two securities. 3 points each question. 1. What is the St. Dev. for XLK: a. 2.23% b. 6.18% c. 3.82% d. 6.14% 2. What is the Covariance between XLU and XLK: a. 0.00238 b. 0.00382 c. 0.00113 d. 0.00098 3. What is the correlation between XLU and XLK: a. 0.3735 b. 0.3247 c. 0.1237 d. 0.4864 4. What does correlation tell you about the relation between XLU and XLK: a. their returns tend to move very similar to each other b. their returns tend to move somewhat independently from each other c. their returns tend to move in the opposite direction relative to each other d. can not tell

5. What is the return on the portfolio that has 40% invested into XLU and 60% into XLK: a. 2.23% b. 1.31% c. 0.92% d. 1.71% e. 1.97% 6. What is the St. Dev. of the portfolio that has 40% invested into XLU and 60% into XLK: a. 6.18% b. 4.79% c. 4.46% d. 4.88% e. 5.39% 7. What are the investment proportions into XLU and XLK for the Minimum Variance Portfolio? a. 0.4 / 0.6 b. 0.2 / 0.8 c. 0.1 / 0.9 d. 0.7 / 0.3 e. 0.5 / 0.5 8. What is the maximum Sharpe Ratio? a. 0.3604 b. 0.3705 c. 0.3646 d. 0.2930 e. 0.3411 9. In order to achieve Optimal Risky Portfolio, how would you split your investment money between XLU and XLK? a. 0.3 / 0.7 b. 0.4 / 0.6 c. 0.5 / 0.5 d. 0.2 / 0.8 e. 0.1 / 0.9 10. What is the proper finance name for the line that connects Rf security and the Optimal Risky Portfolio? a. ORP line b. Capital Asset Line c. Tangency line d. Risk Free line e. Final Combination Line

Excel File Edit Data Window Help Q Tue Nov 2 3:24:39 PM View Insert Format Tools MBO... AutoSave OFF Part 1 - Markowitz Portfolio - Fall 2021 - to Post - - OP Home Insert Draw Page Layout Formulas Data Review View Tell me Share W Comments Calibri (Body) v 11 A AA = 2 % Wrao Text Percentage 3 Insert v 5x Delete Format Ich) d LV Peste B 7 MA - + 3 Merge Center $ % Conditional Format Cell Formatting as Table Styles Sort & Filter Find & Sclcet Analyze Data Sensitivity B32 X fx -(879-878)/878 A B c D E F 1 K L M N P a Q 3 T V w 1 Hulur Finandals XLF FTSE Emerging Markets VWO 6.596 4.83% -4.01% 10.4% Materbak XLB 8.754 3.30% Row 1 Cors. Dec XLY -9.53% 2.49% -B 32 % 103 1.31% 1. 5. 71 2.4 1.12. -100 Cons. Staples XUP 2.72% 2.27% -9.74% G1 FA 1.784 1.2174 1.47% Energy XLE -10.72% * -1.56 -13.254 12.25% 2 103 1 1 IIT? Healthcare XLY -6.42% 8.05% -9.76% 5.25% 1.05% 0.11% Industrials XU -10.444 3.81% -11.21% 12.12% 6.37% -1.72% 4 175 Info Tech XLX -7.59% 1 SGK -B77 7.COM 6.91% 4.41 6.71% 3 d 9 Telecom XTL -7.72 0.85 - 11.2015 9.3% 5.5% -2.12% 1.7% -10.13 % 1.24% 6.29% 3.19% 11 IN 19 6 7 2 31% 71 1 -1.4% 4.-12% 4. -11 116 K41% -10 100.0 1.49% -7 17* 6.14% -1 X -150X 1.214 -1.20% 1.50% 1.95% 2.63% -11.6ex 9.58% 2.215 - UN 4.51% -7.17 6.11% 2.RAY -4.71 1.014. 3.024. 5.054 2.024. -2.17% - 11.26% 21.700 10.39% 2.725 , 1.15% 4.518 4.299% 2. 2.56* 0.40 3.18 2.30N S&P 500, 2 2 Large Cap 3 Date SPY 4 10/1/18 5 11/1/19 1.85 G 12/1/20 -9.33% 7 1/1/19 5.62% 2/1/19 3.24% 9 VI/ 1.1176 10 1/14 1.5% 11 V1/14 12 / 131 3/1/19 2.01% 14 1/1/19 -1.h. 15 9/1/19 1.1 16 10/1/19 2.6% 17 11/1/19 18 12/1/19 2.40% 19 1/1/20 0.45% 20 2/1/20 -7.924 21 1:20 12.00 22 4/1/20 23.36% 22 5/1/20 4.764 24 51/20 1.354 7/1/20 5.36 26 B/1/20 L 5.95 % 27 9/1/20 4.13% 28 10/1/20 -2.100 zs 11/1/20 10.99 30 12/1/20 1204 30 1/1/21 -0.60 w 2/1/212.79% T! V1/21 1.25 4/1/21 91/21 COM 36 1/21 1.9156 32 7/1/212.764 11/21 2.99 NA 14 4H Data 1.67% 4.50% Russel 2000, Invest. Grade High Yield Total World SEP MK Cap Smal Cap Corp. Bond Corp. Bond Stock FTSE Europe MDY IWM LOD HYG VT VGK -9.35% -10.79% -2.0.X -2.00% -7.384 -7.54% 3.19% 173% -0.39% -0.44% 1.73% -11 69% -12.27 1.55% % -2.51% -7.954 -5.46% 10.75% 11. 19% 9x 4.025 5.92 8.52 7.35% 4.32% 5.18* -11 51 9774 3.11% -081% 2.92% 13 01944 11 167 0.11% 1946 1.67 4.51% -KNX -7% 1. -1.43% 2:41 h61 9.95 1. 1.074 01/% II. A -11. -4.13% -1.914 3.1.4. 4.215 -210 -1. 2.32% 1.68% -0.75 1.22% 1.46 3. CA 0.454 2015 3.39 4.454 4.074 0.474 0.55% 2.56N 1.2014 2.38 241% 0.25%. 1.57% 2.57% 3.924 -2.27% -2.79 2.924. 0.2816 -0.81% -2.53 -9.40% 0.834 -1.70 -7.22% -7.96 20.50% 21.78% 6.32% 10.05% 15.10% 17.20% 14.53% 14.29% 4.85% 4.82% 10.804 7.154 7.24% 5.59% 2.45% 2.99% 5.2IN 5.34 0.92% 3.08% 2.12% % 0.51% 2.58% 3.22% 5.02% 3.27% 31.12% 5.03 5.30% 4.379 3.47% 5.48% -1.7GX 0.00% G.OIX 4.31% -3.584 -3.63% -0.935 -3.41 3.66 2.50% 2.594 -0.SIN 0.35 -156 -4.89% 14.30 18 24% 3.789 3.33% 12.37% 16 19% G 10% 3124 -1 MX 1374 GON 4.374 1.79 5.17% -1 10 943 11.37% 0.35% 67 -246 2.57% 1 IT -1 AN 1.7 2. 7.87% 4.MN 1984 015 CLON 4.400 1.21 11.14 0124 0.hx CLON 1.52 4.458 - 1.3 1.32% 2.214 1.33% LININ -2.455 012 3. 1.414 2.115 1.12 2.9% 2.01 220% -DIN 0.62% 2.26 1.814 As 710 2-Slack Portfolio Personal Chalange 3-Stek Portf + 8.52% Utles XLU 2.894 3.54 4.83 4.36 1 114 2034 1 O -0.79% 2.31% Loh 5.00 3.-1548 2016 -1.874 2.49% 7.58% 9.854 10.894 4.37% 4.24% 5.45 3.70% -2.63% 0.226 S.SGH 0.70 -0.2294 -0.11% 1976 5.26% 50% 5.73% 4.344 3.554 17.20% B.01% 3.29% 6.02% 9.05% 2.74% -2.15% 231% B.5G 516 376 157* ON 1974 1 2.11 1.15% 0.17% 1.37 1.53% 1.144 8.214 6.07% 7.57% 1.664 1.00% 7.75 4.59 -2.26% -2.29% 7.47% 081 -1.1991 -1.21% 7.41% % 0.268. 1.329 2.44 % 0.25% -7.57% -15.32 19.46% 6.51% 2.83% 7.52% 9.55% -2.07% -2 52N 10.00 2.24% 0 95% -1538 -15.29% 35.81% 33.691 2.00% 2.25% 3.596 -1.054 -15.99% -2.534 27.9994 30N 15.98% N. 3.Net -1 54% 1.264 4.224 5.37% 3.98 4.33 -7 30% 9.05% 14.354 7.18% G.GEN 5.99% 11.854 -5.54% -479 11.36 S.554 5.00% 2.384 -1.63% -6.59% 4 35% 12.13% 3.28 2.85% 5.90% 2.59 -2.57% -3.24% 7.95% 2.3194 1.82% - 10% -27 1.5% 111 0.31 1.03% 2.10 1.23% -1.81%, -4.08 % 9.99% 13.27% 4.104 0.24 8.73 -1.63% 0.05% 9.904 19.254 9.66% 5.39% 192% 4874 3.48% -1.07 -100% 16.03% 059 Real Estate Dean Energy XLRE Pew -0.56 G.DIX 5.48% 5.13% -5.42% -12.34% 12.01% 19.94 1 11% 10236 15% -176 II 1 12 -SN 1016 3.11. % 4.61% -3.71 11.33% -0.48 % 11.54 % 0.014 -1.736 7.344 0.06% 9.8.4 255 5.614. -5.22% 4.62% -15.74% 28.72 10.24% 19.76% 2.15% 9.05% 0.46% 15.62% 4.97% 14.65% -0.036 22.05% -2.70 7.039 -2.594 4.18% 6.58% 45 UA D G 12.53 1 853 15 91T 15% 49 In - . - 111.95 1.15% AN 24? 12.1 5.30% -9.06 2.00% -2.22% % A 9 10 13 12 1.3 14 15 16 17 18 19 20 22 22 23 24 23 26 27 za 29 1.52% 7.70% 4.36% 1.03% -0.20 12.30% 1978 -1.915 4.12% 7.145 - BGN 15.834 5.74% 1.004 15. 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Wrap Text Percentage 3 Insert Delete Format La Peste B 1 3 111 OA +E Merge Center $% Conditional Format Cell Formatting as Table Styles Sort & Filter Find & Sclcet Analyze Data Sensitivity B32 xfx -(879-B78)/B78 w 7 D 11.59% 5.28% -2.33) 3.67% 7 8 9 10 K 5.10 1.75 2.25 6.29% 3.19% % F F 5.926 0.25% 1 30 0.996 -1.92% 3.12 N 4.36% 4.21% 2031 V s 6 7 C 10.758 4.32% -0.816 4.23% -5.074 7:12 1.32 -1.134 2.72 140 H 7.354 3.15% 0.1995 4.515 -5.07% 4.47% -1.85 1 10.42% % 0.35 201% 2.14% 6.3% 4.65 -1.13% -1.20% -0.19% L 12.25 2.30% 1.33% 0.77% -11 10 B 41% -69 8.82% 2.52% 0.97% 3.57% -5.974 5.58% 0.75 -210, 1.19% WS 2.90 2.5 -2.813 M 9.58% 2.24% % 3.06% 9.54% -7.17% 6.11% 2.8.95 -4 IX 4,11% 1684 a 12.12% 6.37% 57 -1.72% % 4.57% -7.64% 7.454 1954 P 5.254 1.05% 0.115 -25% -2 22 6.14% -1 20% -11 59% T T 12.04% 1.11% 4.25% 0.05% 1 22% 01 52% 2 55% 561 10T 11 12 13 14 15 10 12 11 19 R 7.408 G.91% 4.43% G.71% -B 66 9.30 3.00 -1 54 1.20 17 5. - 8 s s 10 12 12 5 9.35 5.55% -2.12% 2.755 -10.85% 3.744 5.44% -6.99 19 1.11 2.11 1.26 -1.814. 3.96 % -8.15% 10.90% 0 328 -2.935 2. 1.29 2.126 2. -3.61% % 4.42% 3.12% 2.174 1.19% % 1.31% 1.5% 1.14% % 1.41% 1 CH TO -0.75% 2.37 104 5.09. 1496 10% -1.NX 2.49 7.SHX 3.85 ', :1 : .1 794 -1.20% 1.I 1. 1 201 971% 01.11% CD1% OLS 1.5% 2.23 -1.70 -10.05% SIX SK 1.2 1.98 11 11 ILM -1.22 II CAN 2.55% 11 14 15 16 17 18 2. -2.2 B 11/19 8.648 2/1/19 3.24 1/29 1.3% 4/1/29 4.54% 51/19 -6.39% W1/19 644% 7/1/19 2.01% 1/19 -1.57% 91/19 1.188 J. 11/1/19 10% 13/1/ 2.4 1/1/20 0.15% 2/1/20 -7.92 31/20 -13.00 % 4/1/20 13.IN 5/1/20 4.76% 5/1/20 1.33% 7/1/20 6.2666 1:20 5.9846 9/1/20 4.13 10/1/20 2.100 1141/20 20.52% 12/1/20 2.264 1/1/21 0.60% 2/1/212.78% 31/21 4.20 41/21 SGC 51/21 OG W1/21 1.91% 7/1/21 2.774 11/11 3.91% 91/21 -1.49% E 4.02% -0.51% 2.92 0.44% 1.60 1.GOS 3.23% 0.289 2.9% -11, % 0.49% 0.4% 0.26% 2.9.4. 0.82% -6.32 1.854 2.457. 2.134 3.114 1.76% : 0.44% 0.518 3.78% 0.4% 1.43% -2.46N -1.49 1.05% 0.625 2.21% -3.55% -17.20% B01 3.29% 22 22 24 . 10.30 1.31% 3.30% 5.82% -7.50 % 7.45% % 1.02 -IM 11.414 % 11.COM 1. 2.2016 0.254 -7.57% -15.324 19.46% 6.54 2.82% 7.52% 9.55% 2.07% 2.52% 10.00% 2.24% 0.95% -0.53% 4.29% 6.62% -310 -2.75% . -21.78% 14.298 6.59% 3.08% 3.27% 5.48% 3.63 2.59% 18.24% B2 5.27 5.2014 1 20% 1984 0274 172 -20.60% 14.514, 7.24% 0.92% 5.02% 3.47% 3.58% 2.50% 14.30 6.10% 1.79% -15.74% 10.244. 2.15% 0.46% 28 27 28 19.92 10.23% -4.76% 5.60% -5.09% 10 GA 3.01% -31 -11 148 0.111% 2.4% 9.1. 5.619 . -1.524. -28.73% 19.76% 9.054 15.62% 14.65% 22.05% 7.03% % 4.18% 45. 20% 12.53% 15.90 -9.57% -8.86% -10.56% 2.99% 0.514 5.03% 0.00% 0.93 0.2844 3.35% 1574 0.436 -0.61% 1234 O.GG. 0.006 1334 2.064 -17.20 7.154 5.844 3.2242 4.374 4.314 3.66% 4,99% 16.29% 4.375 0.35% 2.55% 2.87% 5.2394 4.45% -2.25% 2.9% 1.11% -5.25 -15.10% 10.80% 5.21 2.58% 5.00% 6.01% 3.41% 156% 12.37% 4.30% 0.37% % 2.57% 2.59x 4.4ON 1.59 12 1.12 22 -5714 -6.024. 7.57% 1.66% -1.004. 7.764 4.5964 2.25 2.29 7.47% 0.81% -4.19% -1.22 7.91% 2.41 1.77% - 1.19% 2.17* 1.67* 4.SI -0. 20% 4.9 -10.25% 9.66% 5.39% 1528 4.87% B.48% -0.07 1.054 16.02% 0.59% -2.87 6.89% B.65% 5.15% 2.11% -2.17 -11. -21.704 12.3954 2.724, -1.15% 4.51% 4.29. 3.95% 0.33% 15.85% 5.74% -1.27% 1161% 5.39% 6.95% 4.775 -1425 -1107 9.05% 2.74% 2.15% 2.21% 3.56% 5.26% 3.76% 197% -0.845 1 SZK 1 70 -35.815 33.624 2.00% -2.35% 3.594 -1.05% 15.99% 2.55% 27.99% 3.10 5.13% 22.45% 1 59% 1.74 5.IX 310 -734 -2.00 UN 3.52% -14.57% % 15.964 | 6.AN 1.62 % 7.70% 4.36 1.03N 0.25% 12.38% 1.97% % -1.93% 4.12% % 7.14% 5.53% 5.08 -5.67% 292 1.19 4.37% 4.24% -5.4542 3.70% -2.62 0.22% 5.96% 0.74% 0.22% -0.04% 6.10% 2.73 4.95 -2.31% -16% - 50x 2258 12.13% 3.2016 -2.85% 5.904 2.594 2.57% 3.248 7.95 3.37% 1.82% -2 10% 3.67% 4.29 1.87% 1.93 5.118 2.82% % 4.314 -730% -9.06% 14.3342 7.18% G.66% 5.98 11.884 5.54% 4792 11.354 5.30% % -0.51% 1.37% 1.62% 30 3. 32 33 34 35 4.9.4. 13.27% 4.10% 0.244 8.73% -1.63% 9.27% 1.00% 15.73% 7.6% 9.05% 0.34% 1.51% 1.954 4.5 2.4% -2.12% 1.37% 19 22 2: 22 23 24 25 26 27 28 29 30 32 32 33 34 6.72 0.03% 2.70% 2.594 6.58% 0.16% 1.55% 1.58% 5.7GX 9.39% 1 15% 2 17% 5 2013 4.56 4.50% 0.24% -135 11 2 2018 G9% 12104 3.33% -2.59% 1264 1.11% 1.20% 1.1174 1 I. 2 IT -2.16 167% -0.41% 7.14 -1.14% 14 21 -1.72 71% -11 97 49 1.85% Average Variance St. Dur. 1.42% L00301 . 5.49 1.14% 0.00458 114* 0.00556 7.45% 0.6% 0.00090 2.244 0.4% EL00006 O.COM 2.615 1.17% 0.00200 5.39% Q.HTX 0.00335 5.2 098 0.00392 5.40% 1.5% 0.00412 6.424 1.02% 0.00176 4.20% 01.21% 0.017 12.23% 0.00624 0.97% CL00236 4.88% 1.904 0.00400 6.404. 1.00 0.00228 4.78% 1.0 0.00489 8.905 2.ZIN. 0.00362 6.18% 0.92% 0.00410 6.40% 1.31% 0.00267 5.16% 4.11% 16 0.01687 1299% 43 7.24% 41 47 Prices Data 2-Slack Portfolio Personal Chalange 3-Stck Port + Ready D 90% % 3 NOV 5.112 2 S W Data Window Help Q Tue Nov 2 3:24:52 PM Excel File Edit AutoSave OFF View Insert Format Tools MBO... Part 1 - Markowitz Portfolio - Fall 2021 - to Post - - OP Home Insert Draw Page Layout Formulas Data Review View Tell me Share W Comments Calibri (Body) v 11 Insert v A A = $9, Wrao Text 2 ' Percentage Y Ich) (d Peste B 7 MA +E Merge Center $ % 3 Delete Format Conditional Format Cell Formatting as Table Styles Sort & Filter Find & Sclcet Analyze Data Sensitivity B32 XVfx (879-B78)/B78 A B c D E F 1 1 K L M N P a 3 3 T V w 47 Prices FTSE Energy XLE cs S&P 500 Large Cap SPY 274.52 256.71 251.47 717 Total World Stock VT 70.82 65.60 FTSE Europe VGK 501 96 47 12 High Yie Corp Bond HYG 74.20 72.78 Th.co 211.11 4. an Emerping Markets VWO 37.47 35.00 V.70 Utiles XLU 47.70 19. 50 Industrial XU 73.77 6.07 Real Estate XURE 29.40 29.21 Russel 2000, Invest Grade Smal Cap Corp Bond IWM LOD 161.95 10075 104.56 102 00 107.114 102 211 129.00 10574 14.4.19 1797 107.42 147.90 1105 151.42 111.05 SEP MM Cap MDY 351.00 315.95 390.19 291.55 322.4 16 13.15 946.30 320.21 55 Materials KLB 54.19 19.45 51.11 47.4 9.4 Cons. Staples XUP 4910 50 51. I 16. 44. NI SU $2.16 19.21 1 ANS 4.23 56.43 56 52 56.64 50.35 51.56 51.21 34.93 59 54 60 6. 62 63 64 6 Telecom XTL 73.45 07 77 CH CILM ch. FILCI 68.56 71.12 63.40 65.77 69.35 65.17 65.42 CM 66.08 67.48 Deste 9/1/18 101/18 11/1/18 17/1/18 1/1/11 2/1/14 71/19 4/1/19 51/19 $ 71/19 7/1/19 B/1/19 1 91/19 10/1/19 11/1/19 12/1/19 11/20 2/1/20 3/1/20 4/1/20 51/20 1/20 7/1/20 W1/20 9/1/20 10/1/201 11/1/11 13/1/ 1/1/21 2/1/21 371/21 4/1/21 571/21 591/21 7/1/21 26. 254.51 261.70 263. 280.78 286.41 251.62 285.78 293.44 304.08 311.37 312.77 258.00 250.57 254.06 297.59 301.54 320.70 313 32 32.92 12 157. . 5.4 325. 3.2.20 414.61 417.30 425.30 427.11 Jh. 32 72.1 75.ES 38.01 78.14 78.64 79.04 79.05 79.48 30.73 30.95 79.58 71.59 75.04 77.28 76.18 50.75 150.72 152.28 14.77 147.25 151.73 157.99 162.71 157.25 143.35 112.13 128.15 136.69 140.81 165.41 153.37 107.81 151.00 348.4 334.09 343.17 348.17 258.35 265.89 358.58 324.85 257.93 293.53 316.94 319.85 335.93 307.55 335.10 W.55 43.0 416, n 12.05 452.82 423.92 495.26 496.44 489.70 491.09 h. 19 21.82 h.SR 71.35 71.89 70.37 71.56 72.98 75.88 77.91 77.23 71.70 G0.87 67.44 70.95 72.79 7701 1.63 7885 77.62 N7.27 116.54 116.86 12141 120.50 12105 12162 12194 125.59 125.63 1.B.63 124.40 127.46 130 18 134 23 131 87 131 21 1311 1:1555 1144 135.55 13022 12R13 129.68 130.49 133.38 135.28 44.34 47.51 44.0 -19.11 $1.32 48.41 50.57 50.14 49.32 50.27 52.52 53.20 55.28 53.58 49.59 41.06 44.00 46.57 an 48.07 50.17 52 33 511 12 4795 54 SK 25 SS SRA Cons. Dhe XLY 113.07 101.95 104.18 4574 11155 1112.04 11025 117.02 106 12 11617 11.06 115.94 11804 113.58 120.15 123.06 123 27 114.02 95.55 115.34 12285 126 33 13523 145.81 14573 142 06 15625 1592 16122 W.NO 4.14 9.55 40.93 37.91 22.67 39.22 37.94 37.81 39.80 40.00 42.29 40.45 39.02 32.31 34.90 36.05 39.22 41.65 42.82 (1.90 42.87 40.51 49.111 . 51.62 51.24 52.22 59.11 53.53 50.64 51. 54.28 55. 57.19 57.ES 57.96 58.74 59.57 60.35 55.39 52.03 55.97 56.90 56.33 C0.70 03.19 Financials XUF 2573 24 2521 2712 2015 25.01 2434 26.5h 24.65 26.16 26.01 25.65 26.67 27.48 28.87 20:47 28.83 25.59 20.04 22 12 22.72 22 46 23.47 2018 23 51 25.11 2819 271 29 2RSH 3190 33.62 5..13 50.57 52.33 52.33 28.49 41.07 26.37 35.25 33.95 33.11 33.85 67 68 GS AN 11.09 52.4 53.1 54.5.2 54.10 55.39 55.75 58.52 50.6 50.62 59.48 50.97 55.59 59.12 52.68 54.99 57.32 54.15 59.91 57.34 57.50 11.12 $1.24 $1.21 57.4 $9.04 56.23 54.66 52.74 56.97 Healthcare XLV 9000 8422 91041 22 11 14 212 22:52 85.46 83.56 20 88.50 87.53 87.11 86.56 91.48 96.06 98.34 96.74 90.37 86.44 97.78 101.00 SB. Z 103 91 1060 105 4 101150 10 14 112.15 1149 1118 115. 120.B 123.12 125.46 132.15 NO. 2.27 12.12 1.37 74.14 68.9 74.02 74.78 72.82 74.60 75.84 79.25 78.70 78.74 70.95 57.29 52.82 B6.20 57.21 70,49 52.50 51.56 50.12 56.58 56.76 54.18 56.63 56.90 57.67 59.00 55.65 50.92 43.50 50.44 53.92 54.79 59.01 51.58 2.22 2016 1.71 11.11 1.21 72.61 72.25 2.32 6.50 BI.60 3.65 Into Tech XLK 72.40 6583 652 59.77 1.14 hko 21.67 75-18 62.85 25.3 7876 77.55 78.52 AL 81.84 85.23 82.67 93.55 85.72 78.87 93.17 95.64 103.07 109.23 12221 11544 119.901 123.41 12 ti 12K 11 120.8 131.97 13.20 137.90 147.13 22.24 11.01 $1.99 31.30 39.43 3.81 31.00 31.95 36.64 36.75 36.99 38.35 38.37 37.39 34.93 29.45 32.49 33.19 33.35 33.00 34,99 21.05 1.17 dean Energy PBW 23.86 22 13 255H 2017 229 27.12 2602 27.48 25.CH 28.86 29.73 28.62 2849 300 28.49 30.58 33.60 35.49 37.12 25.46 3109 3L 55 40 29 45 20 55 1 60 15 67 27 4132 112 11897 107.59 92.06 72 73 74 75 70 74.5 . I I. . 12 HA ho 14.14 5.17 BS.23 BS.76 36.90 28.11 77.45 19.10 4.19 1.115 26.63 47.48 144.23 21.25 216.92 219.53 22.1.87 224.45 229.33 220, 67.08 64.34 57.9 65.59 68.28 8.45 74.42 7321 063 67 N 77.1 M. 91.1 01.49 42.82 44.21 48.97 101.41 99.25 CUL 05.12 . 62.41 62.12 67.12 680 69.02 69.00 71.07 41.31 93.25 95.18 100.41 102.00 102.69 103.84 81 R2 83 34 35 61.54 64.01 67.30 66.14 68.12 9.51 6.15 36.23 2.85 22.50 42.93 14.05 26.33 16.30 17R 39 172.33 17802 182.16 1.9, 21.26 07.52 101,28 104.46 101.75 102.03 51.05 52.68 28.80 37.68 36.39 36.36 153.13 Data 2-Slack Portfolio Personal Chalange 3-Stek Port! + KEBUGTE RECERCHER Ready C IT NOV 5.112 2 W Data Window Help Q Tue Nov 2 3:25:05 PM Excel File Edit AutoSave OFF View Insert Format Tools MBO... Part 1 - Markowitz Portfolio - Fall 2021 - to Post - - OP Home Insert Draw Page Layout Formulas Data Review View Tell me Share W Comments Calibri (Body) v 11 A ' ' = $9, & Wrap Text Percentago ' . 3 Insert v Delete Format La Paste B 1 111 OA 3 +E Merge Center Conditional Format Cell Formatting as Table Styles Find & Sort & Filter Sensitivity Analyze Data Select B32 XVfx -(879-B78)/B78 x A C c H K L M N P a R 3 T T V w ENY HighYw Corp. Band HYG 34.26 72.78 Heathcare XLV 169.95 Mature KLB 54.10 49.45 90.00 Conta Staples XUP 49.33 50.58 51.22 46.78 513 Emerging Markut VWO 37.47 36.00 36.70 36.23 22.89 29.24 39.55 50 5. 52 53 54 55 56 57 58 59 GO GB 02 47.48 Total World Stock VT 70.82 65.60 65.73 61.43 65.85 68.73 G9.19 71.87 67.58 71.25 71.89 FTSE Eup VGK SON 47.12 46.30 44.24 47.51 4901 49.10 S1.12 48.41 SO 57 50.14 49.32 50 27 5252 70.64 74.82 75.34 76.37 7.12 75.65 79.03 78.14 78.69 79.01 79.03 7. $11.71 NI! Utilities XLU 47.70 49.08 50.8 48.38 50.45 52.5 53.63 54.51 54.10 55.33 55.73 9 10.51 52.08 52.50 54.55 50.12 55.58 55.75 5418 55.63 55.90 57.67 9.00 Cars. Doc XLY 113.07 101.95 104.48 95.79 105.65 107.04 110.38 117.02 105.12 11617 15 CG 116.99 115.00 1155 1215 120 17 114.04 US 55 115.34 Telecom XTL 73.45 67.77 68.35 60.56 66.35 70.03 68.55 71.12 63.40 65.77 69.35 05.17 65.42 CGN Industrial XU 73.72 56.07 58.58 50.90 58.27 72.62 71.37 74.64 59.9 74.07 74.78 72.80 74.00 75.114 79.25 7.70 11.74 50.52 52.16 53.94 51.90 54.28 55.90 57.19 57.53 5793 5H 74 59.62 ells 55. 52.LI B S&P 500, Large Cap SPY 274.52 256.7: 251.47 227.05 257.54 255.89 259.5. 281.76 253.79 280.78 256.43 281.22 285.78 293 M 111. $12.17 2. 251.57 24.L 227.54 301.51 320.70 343.08 328.92 322.00 357.02 358.68 356.43 376.68 392.45 414.6: 437.33 425.30 437.11 450.12 432.39 111 1. D E Huwel 2000, Irvust. Grude Smul cap Corp. Band IWM LAD 104.75 14.54 102.60 147.04 102 20 129.00 103.79 14.09 107.97 151.55 107.42 147.99 110. 56 153.42 111.05 140.37 112 89 150.72 116.54 152.25 116 86 144.77 121 41 147.23 120.50 151,73 121 05 157.93 12162 161.71 12194 157.25 12 12h 112.13 116 63 12.15 124.40 136.63 127.46 140.81 132.18 145.41 134.23 158.37 13187 147.81 13128 151.64 tana 130.61 179.35 135.55 194.20 135.49 204.25 133.55 216.92 130.27 219.53 128.33 223.87 129.68 224.45 130.49 228.33 133.38 220.35 135 28 225.24 134 22 220.62 135 Date 91/18 10/1/18 11/1/18 12/1/18 1/1/19 2/1/19 31/19 4/1/19 51/29 51/19 7/1/29 B1/19 1/19 11/19 11/1/19 17/1/19 1/1/21 2/1/11 1/21 4/1/20 5/1/20 $41/20 7/1/20 B1/20 91/20 10/1/20 11/1/20 12/1/20 11/21 2/1/21 1/21 4/1/21 51/21 1/21 7/1/21 1/21 91/21 M hi SRP Mid Cap MDY 350.00 319.9 230.19 291.58 322.93 338.89 334.15 249.30 220.21 349.93 348.45 331,09 303.17 308.17 85 TRANS 1.SK 12.15 25.95 295.53 316.94 314.85 333.93 347.58 339.14 343.53 392.65 416.60 424.05 452.82 479.92 495.26 495.44 489.70 491,09 5009 185 Firundala XUF . 25.73 24.63 25.28 22.12 24.46 25.01 24 24 25.56 24.65 25 26 2591 25.65 26 67 2748 2 A7 2917 2KR 2554 20104 22 12 2212 22:46 23:47 24.48 23.51 23.43 27.38 28.95 28.58 31 SO 33.62 rec 35.SG 37.68 36 19 35 36 38 23 1794 XLE 63.35 56.55 55.GB 18.30 54.22 55.47 59.21 58.64 50.35 54.55 54.21 49.69 51.15 0.57 51.18 9.36 2.49 41.11 26.33 35.25 35.95 39.11 39.85 33.49 28.14 27.43 38.10 36.19 38.05 26.60 47.43 18.30 51.05 52.65 49.99 07.02 52.25 50. 43.50 37.91 39.67 39.22 37.91 37.8) 39.00