PLEASE HELP ME FILL IN THE BOTTOM TWO PARTS OF PORTFOLIO!
AutoSave OFF Esu = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Insert Calibri (Body) V ~AI 11 ab Wrap Text Percentage Do WE AY DX Delete v Paste B I U A Merge & Center $ %) .00 00 0 Conditional Format Formatting as Table Cell Styles Sensitivity Sort & Filter Find & Select Analyze Data Format L39 fx B C E H M N P Q U V w X Y 2 AA AB AC AD AE AF AG A 3 4 Funda Stock Paulslava S Beta Types of investments Large Growth Large Bland Value Stock Value 1 Kof Fund Symbol TWUAK Price 71.73 Name of Fund American Century Uiwafu Market value 2,653.27 of Total 27% Position 1 6 1 37 AAPL $ 332.72 15.18% 9.20% 7 2 AMEN $ Index of Fund 12.54% 7.60% 5.38% 4.51% 4.37% MSFT 6.51% Stock 201.65 142.75 119.66 115.95 4 $ $ S MA 5.46% 5.29% 10 S TSLA 2. TWGAX American Century in tama 76 15.41 $ 1,171.16 12% IFX.DE $ 25.30 1.15% 12 13 2.16% 2.14% $ 25.06 1.14% 2 3 MCPA 6981 ASML 24.59 1.12% 2.10% 2.01% % $ $ 15 4 23.54 1.07% 16 s 01299.HR 1.87% $ 21.90 1.00% 17 18 3 VAFAX Invesco American Franchis 63 28.66 $ 1,805.58 18% AMZN GOOG. 7.74% 3.95% 19 2 3 9.39% 4.79% 4.67% 4.65% 169.54 86.49 84.32 20 $ $ $ $ $ $ FB 3.85% 4 83.96 3.83% 21 22 MSFT GCOM S 3.55% 64.10 2.92% % 23 24 4 Inwesce intamatond Gren 110 32.375 3,560.70 36% 3.64% $ 5.91% 1 2 25 EAAAI GB.A. TO 2330.TW 3.03% $ 4.92% 26 $ 129.61 107.89 105.75 105.04 102.55 27 AVGO 2.97% % 2.95% 2.88% $ 4 S 4.79% 28 INVEB $ 4.68% 29 30 5 LCEAK) Invesco Diversified Divide 41 19.96 818.36 8% GS 3.31% 1.24% 31 2 PG 3.18% $ $ $ $ $ 27.09 26.02 22.83 1.19% 3 HG 2.79% 32 33 1.04% 1.03% 4 ETR 2.75% 22.50 20.62 s 2.52% $ 0.94% $ 10,009.07 Total Portfolio Value $ 2,191.44 34 35 36 37 38 39 PE Ratio Outstanding Liabilities Noof Share REG Radio Beta PE Radio | Sector of the sector Beek Value Assets 40 41 42 43 44 45 46 47 48 Top Fiventa 1 AMAZON INC 2 Apple Inc 3 Microsoft Corp 4 Alphabetine A 5 Facebook Inc A Symbol AMZN AAPL MSFT GOOG. FB of Total 16.99% 12.54% $ 10.03% % 4.79% $ 4.69% Value 1,700.54 1925 1,225.14 1,003.91 479.43 469.43 from Expected Portfolio Reums 49 Top Five Investments Symbol of Total Value Investment Wilhe YTD Expected rabeoretum Total expected rate of rebum boomibus Return Devation Deviation Squared Standard Davlation Squared Devotional Boom State Squared Deviation Buat State | | pred Expected Room Reum Total Expected pected Dust Rebum pum AMEN 1,700.54 1,225.14 AAPL 1 AMAZON INC 2 Apple in 3 Microsoft Corp 4 Alphabetin A 5 Facebook linc A 50 51 52 53 54 ss 56 57 35 25% 21% 10% 1 Expected Value of each Stock Boom Bed BustEpected Expected Expected rate of Retum retum retum during rebum during Probability Probability Boom Buit 70% 30% 70% 30% 20% 30% 70% 30% 70% 30% 35% 25% $ % 21% 10% $ 10% $ Indiana y avand MSFT GOOGL FB 1 1,003.91 479.43 469.43 4,878.45 10% $ 100% Simplified um 0 Funds + Ready y Accessibility: Investigate - + 65% AutoSave OFF Esu = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Insert Calibri (Body) V ~AI 11 ab Wrap Text Percentage Do WE AY DX Delete v Paste B I U A Merge & Center $ %) .00 00 0 Conditional Format Formatting as Table Cell Styles Sensitivity Sort & Filter Find & Select Analyze Data Format L39 fx B C E H M N P Q U V w X Y 2 AA AB AC AD AE AF AG A 3 4 Funda Stock Paulslava S Beta Types of investments Large Growth Large Bland Value Stock Value 1 Kof Fund Symbol TWUAK Price 71.73 Name of Fund American Century Uiwafu Market value 2,653.27 of Total 27% Position 1 6 1 37 AAPL $ 332.72 15.18% 9.20% 7 2 AMEN $ Index of Fund 12.54% 7.60% 5.38% 4.51% 4.37% MSFT 6.51% Stock 201.65 142.75 119.66 115.95 4 $ $ S MA 5.46% 5.29% 10 S TSLA 2. TWGAX American Century in tama 76 15.41 $ 1,171.16 12% IFX.DE $ 25.30 1.15% 12 13 2.16% 2.14% $ 25.06 1.14% 2 3 MCPA 6981 ASML 24.59 1.12% 2.10% 2.01% % $ $ 15 4 23.54 1.07% 16 s 01299.HR 1.87% $ 21.90 1.00% 17 18 3 VAFAX Invesco American Franchis 63 28.66 $ 1,805.58 18% AMZN GOOG. 7.74% 3.95% 19 2 3 9.39% 4.79% 4.67% 4.65% 169.54 86.49 84.32 20 $ $ $ $ $ $ FB 3.85% 4 83.96 3.83% 21 22 MSFT GCOM S 3.55% 64.10 2.92% % 23 24 4 Inwesce intamatond Gren 110 32.375 3,560.70 36% 3.64% $ 5.91% 1 2 25 EAAAI GB.A. TO 2330.TW 3.03% $ 4.92% 26 $ 129.61 107.89 105.75 105.04 102.55 27 AVGO 2.97% % 2.95% 2.88% $ 4 S 4.79% 28 INVEB $ 4.68% 29 30 5 LCEAK) Invesco Diversified Divide 41 19.96 818.36 8% GS 3.31% 1.24% 31 2 PG 3.18% $ $ $ $ $ 27.09 26.02 22.83 1.19% 3 HG 2.79% 32 33 1.04% 1.03% 4 ETR 2.75% 22.50 20.62 s 2.52% $ 0.94% $ 10,009.07 Total Portfolio Value $ 2,191.44 34 35 36 37 38 39 PE Ratio Outstanding Liabilities Noof Share REG Radio Beta PE Radio | Sector of the sector Beek Value Assets 40 41 42 43 44 45 46 47 48 Top Fiventa 1 AMAZON INC 2 Apple Inc 3 Microsoft Corp 4 Alphabetine A 5 Facebook Inc A Symbol AMZN AAPL MSFT GOOG. FB of Total 16.99% 12.54% $ 10.03% % 4.79% $ 4.69% Value 1,700.54 1925 1,225.14 1,003.91 479.43 469.43 from Expected Portfolio Reums 49 Top Five Investments Symbol of Total Value Investment Wilhe YTD Expected rabeoretum Total expected rate of rebum boomibus Return Devation Deviation Squared Standard Davlation Squared Devotional Boom State Squared Deviation Buat State | | pred Expected Room Reum Total Expected pected Dust Rebum pum AMEN 1,700.54 1,225.14 AAPL 1 AMAZON INC 2 Apple in 3 Microsoft Corp 4 Alphabetin A 5 Facebook linc A 50 51 52 53 54 ss 56 57 35 25% 21% 10% 1 Expected Value of each Stock Boom Bed BustEpected Expected Expected rate of Retum retum retum during rebum during Probability Probability Boom Buit 70% 30% 70% 30% 20% 30% 70% 30% 70% 30% 35% 25% $ % 21% 10% $ 10% $ Indiana y avand MSFT GOOGL FB 1 1,003.91 479.43 469.43 4,878.45 10% $ 100% Simplified um 0 Funds + Ready y Accessibility: Investigate - + 65%
