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Question 1: You are an investor who decided to purchase shares in Apple on May 6 th , 2020. Six years later, you want to

Question 1:

You are an investor who decided to purchase shares in Apple on May 6th, 2020. Six years later, you want to evaluate your portfolio to analyze whether or not your investment was worthwhile. The table below shows the end of May market prices for AAPL:

Date

Price

2020

127.83

2021

132.09

2022

165.36

2023

143.29

2024

157.67

2025

106.35

2026

109.59

  1. Enter the data into a worksheet and format the table as shown.
  2. Add a new column and use a formula to calculate your rate of return for each year. Format the data as percentages with four decimal places.
  3. Add another column and use a formula to calculate the cumulative total return from May 2020 to the end of May of each year. Keep consistent with the format above.
  4. Calculate the total return for the five-year holding period. What is the compound average annual growth rate (CAGR) of your investment?
  5. Create a line chart showing the stock price from May 2020 to May 2026. Be sure to title the chart and label the axes. Title the chart Apple Stock Prices. The axes should be labeled with each year. Create an XY Scatter chart of the same data.
  6. At the end of your analysis, was your investment indeed worthwhile. What did you find out? What were the positives if any? What were the negatives if any?

Question 2

Congratulations! After completing your Advanced Spreadsheet Analysis course, you have been hired as a Portfolio Manager at Goldman Sachs. Your first task is to analyze the profitability of the companies within your portfolio. Using the data below:

Fiscal Year

2020

2019

2018

2017

2015

Total Revenue

46,201

47,809

43,546

48,963

44,745

Net Income

12,876

6,875

5,832

13,653

7,562

  1. Calculate the net profit margin for each year.
  2. Calculate the compound average annual growth rates (CAGR) for revenue and net income using the Geomean function. What is the Geomean function? What is Excels definition of it? Is net income growing more slowly or faster than total revenue? Is this a positive for your investment in the company?
  3. Using the Average function, calculate the annual growth rate of total revenue.

Create a column chart of total revenue and net income. Change the chart so that the x-axis label contains the year numbers and format the axis so that 2020 is on the far-right side of the axis. For a little razzle dazzle, also choose a color for both net income and total revenue.

Can you please show how you got these answers and excel functions? Thank you. !!!Question 2, 2015 should be 2016!!!

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