This is a portfolio based on stocks I've chosen to buy as a stimulation. There is a listing of 5 stocks below each one with their value, stock price, and amount of stock I possess.
I need help filling and during the calculations and filling the bottom portion of the portfolio which starts with the beta value and ends with the expected portfolio return section. Can someone please show me how to do the calculations and fill the rest of the portfolio. 
AutoSave OFF DES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Insert Calibri (Body) V 11 - ab Wrap Text Percentage WE AY Ow DX Delete v Paste B I U A + Merge & Center * .00 00 0 $ % ) Conditional Format Cell Formatting as Table Styles Sensitivity Sort & Filter Find & Select Analyze Data Format L39 4x fx B D E F G H 1 K M N 0 23 24 4 AlIEX Invesco International Gro 110 32.37 $ 3,560.70 36% 1 BABA 3.64% 129.61 5.91% 25 2 GIB.A.TO 3.03% 107.89 4.92% 26 3 2330.TW 2.97% $ $ $ $ $ 105.75 4.83% 27 4 AVGO 2.95% 105.04 4.79% 28 5 INVE B 2.88% 102.55 4.68% 29 30 5 LCEAX) Invesco Diversified Divide 41 19.96 $ 818.36 8% 1 GIS 3.31% $ 27.09 1.24% 31 2 PG 3.18% 26.02 1.19% 32 3 HIG 2.79% 22.83 1.04% $ $ $ $ 33 4 ETR 2.75% 22.50 1.03% 34 5 D 2.52% 20.62 0.94% $ 10,009.07 Total Portfolio Value $ 2,191.44 35 36 37 38 39 40 41 42 43 44 45 46 PE Ratio of the sector Beta PE Ratio Sector Book Value Assets Liabilities Net Top Five Investments 1 AMAZON INC 2 Apple Inc 3 Microsoft Corp 4 Alphabet Inc A 5 Facebook Inc A Symbol AMZN AAPL MSFT GOOGL % of Total 16.99% $ 12.54% $ 10.03% $ 4.79% $ 4.69% $ Value 1,700.54 1,225.14 1,003.91 479.43 469.43 FB 47 48 from Funds + Ready y Accessibility: Investigate + 142% AutoSave OFF DES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Calibri (Body) Insert V 11 AA V ab Wrap Text Percentage WE AY Ow DX Delete v Paste B I U A Merge & Center $ %) .00 00 0 Conditional Format Cell Formatting as Table Styles Sensitivity Format Sort & Filter Find & Select Analyze Data L39 fx B D E F H 1 j K L M N 0 3 Funds Stock Positions 4 5 Qty Price Market Value % of Total Beta Position Stock % of Fund Value 1 % of Fund Symbol TWUAX Name of Fund American Century Ultra! 6 1 37 71.71 $ 2,653.27 27% 1 AAPL 12.54% 332.72 15.18% $ $ 7 2 AMZN 7.60% 201.65 9.20% 8 3 MSFT 5.38% $ 142.75 6.51% 9 4 MA 4.51% 119.66 5.46% $ $ 10 5 TSLA 4.37% 115.95 5.29% 11 12 2 TWGAX American Century Intern 76 15.41 $ 1,171.16 12% 1 IFX.DE 2.16% $ 25.30 1.15% 13 2 MC.PA 2.14% $ 25.06 1.14% 14 3 6981 2.10% $ 24.59 1.12% 15 4 ASML 2.01% $ 23.54 1.07% 16 5 01299.HK 1.87% $ 21.90 1.00% 17 18 3 VAFAX Invesco American Franch 63 28.66 $ 1,805.58 18% 1 AMZN 9.39% $ 169.54 7.74% 19 2 GOOGL 4.79% 86.49 3.95% $ $ 20 3 FB 4.67% 84.32 3.85% 21 4 MSFT 4.65% $ 83.96 3.83% 22 5 QCOM 3.55% $ 64.10 2.92% 23 24 4. AlIEX Invesco International Gro 110 32.37 $ 3,560.70 36% 1 BABA 3.64% $ 129.61 5.91% 25 2 2 GIB.A.TO 3.03% $ 4.92% 107.89 105.75 26 3 2330.TW 2.97% $ 4.83% Funds + Ready y Accessibility: Investigate + 142% AutoSave OFF DES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Calibri (Body) Insert V 11 - ab Wrap Text Percentage Do WE AY DX Delete Paste BIU A Merge & Center $ %) .00 00 0 Sensitivity Conditional Format Cell Formatting as Table Styles Format Sort & Filter Find & Select Analyze Data L39 fx A B D E F F G . K L M N O P O R S T 3 Funds Stock Positions 4 5 5 Symbol Qty Beta Position Stock % of Fund Value 1 % of Fund Name of Fund American Century Ultra Ft Price Market Value 71.71 $ 2,653.27 % of Total 27% Types of Investments Large Growth Large Blend Value Index 1 TWUAX 37 1 AAPL 12.54% 332.72 15.18% 6 7 $ $ 2 AMZN 7.60% 201.65 9.20% 8 3 MSFT 5.38% $ 142.75 6.51% Stock 9 4 MA 4.51% $ 5.46% 119.66 115.95 10 5 TSLA 4.37% $ 5.29% 11 12 2 TWGAX American Century Interna 76 15.41 $ 1,171.16 12% 1 IFX.DE 2.16% 25.30 1.15% $ $ 13 2 MC.PA 25.06 2.14% 2.10% 1.14% 1.12% 14 3 6981 $ 24.59 15 4 ASML 2.01% 23.54 $ $ 1.07% 1.00% 16 5 01299.HK 1.87% 21.90 17 18 3 VAFAX Invesco American Franchi 63 28.66 $ 1,805.58 18% 1 AMZN 9.39% $ 169.54 7.74% 19 2 GOOGL 4.79% $ 86.49 3.95% 20 3 FB 4.67% $ 84.32 3.85% 21 4 MSFT 4.65% $ 83.96 3.83% 22 5 OCOM 3.55% $ 64.10 2.92% 23 24 4 AllEX Invesco International Gro 110 32.37 $ 3,560.70 36% 1 BABA $ 129.61 5.91% 3.64% 3.03% 2 GIB.A. TO $ 107.89 4.92% 25 26 3 2330.TW 2.97% $ 105.75 4.83% 4 AVGO 2.95% 4.79% 27 28 $ $ 105.04 102.55 5 INVEB 2.88% 4.68% 29 30 5 LCEAX) Invesco Diversified Divide 41 19.96 $ 818.36 8% 1 GIS 3.31% $ 27.09 1.24% 31 2 PG 3.18% $ 26.02 1.19% 1.04% 32 3 HIG 22.83 2.79% 2.75% 33 4 ETR $ $ $ 22.50 1.03% 5 D 2.52% 20.62 0.94% 34 35 36 37 $ 10,009.07 Total Portfolio Value $ 2,191.44 Funds + Ready y Accessibility: Investigate - + 100% AutoSave OFF DES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Calibri (Body) Insert V 11 AA V ab Wrap Text Percentage Do AY @ Ow DX Delete v Paste BI U A Merge & Center $ % ) .00 00 0 Conditional Format Cell Formatting as Table Styles Sensitivity Sort & Filter Analyze Data Format Find & Select L39 fx A B D E F G H K L M N O P R S T from Yahoo Expected Value of each Stock 49 Deviation Top Five Investments Symbol % of Total Value Investment Weight YTD Expected rate of return in % Boom Expected Return Probability Bust Expected return Probability 30% Total expected rate of return boom+bust Expected rate of Expected rate of return during Boom return during Bust Return Devation Standard Deviation Re Squared Deviation of Boom State Squared Squared Deviation of Bust Variance State be 50 51 AMZN 1,700,54 70% 35% $ 25% $ 35% 25% 70% 52 53 1 AMAZON INC 2 Apple Inc 3 Microsoft Corp 3 4 Alphabet Inc A 5 Facebook Inc A AAPL MSFT GOOGL 1,225.14 1,003.91 30% 30% 21% 70% 21% $ 10% $ 10% $ 479.43 70% 54 55 30% 10% 10% FB 469.43 70% 30% $ 4,878.45 100% Simplified return 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 Funds + Ready y Accessibility: Investigate - + 100% AutoSave OFF DES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments Calibri (Body) Insert V X LO 11 - AP ab Wrap Text Percentage Do WE AY DX Delete v Paste B I U A Merge & Center $ % ) .00 00 0 Conditional Format Cell Formatting as Table Styles Format Sort & Filter Find & Select Sensitivity Analyze Data L39 fx L M N O 0 R S T U V w X Y Z AB AC AD AE AF 43 45 46 47 48 Expected Value of each Stock Expected Portfolio Returns 49 Boom Expected Return Probability 70% Total expected rate of return boom+bust Return Devation Expected rate of Expected rate of return during Boom return during Bust Deviation Squared Standard Deviation Bust Expected return Probability 30% 30% 50 Squared Squared Expected Expected Expected Deviation of Deviation of Bust Variance Return during Return during Boom Boom State State boom period Total Expected Expected Bust Return Return bust period Return 51 52 70% 53 70% Intentionally Blank 30% 30% 70% 54 55 70% 30% Simplified return 01 0 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 Funds + Ready y Accessibility: Investigate + 100% AutoSave OFF ABES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Calibri (Body) AA Insert 11 ab Wrap Text Percentage WE DX Delete Paste B I U v A 3 Merge & Center $ % ) Conditional Format Cell Formatting as Table Styles Sort & Filter Format Find & Select Analyze Data Sensitivity L39 . x fx 0 Q R S T U V w 1 2 3 4 Types of Investments Large Growth Large Blend 5 6 Value 7 Index 8 Stock 9 10 . 11 12 13 14 Funds + Ready y Accessibility: Investigate 246% AutoSave OFF DES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Insert Calibri (Body) V 11 - ab Wrap Text Percentage WE AY Ow DX Delete v Paste B I U A + Merge & Center * .00 00 0 $ % ) Conditional Format Cell Formatting as Table Styles Sensitivity Sort & Filter Find & Select Analyze Data Format L39 4x fx B D E F G H 1 K M N 0 23 24 4 AlIEX Invesco International Gro 110 32.37 $ 3,560.70 36% 1 BABA 3.64% 129.61 5.91% 25 2 GIB.A.TO 3.03% 107.89 4.92% 26 3 2330.TW 2.97% $ $ $ $ $ 105.75 4.83% 27 4 AVGO 2.95% 105.04 4.79% 28 5 INVE B 2.88% 102.55 4.68% 29 30 5 LCEAX) Invesco Diversified Divide 41 19.96 $ 818.36 8% 1 GIS 3.31% $ 27.09 1.24% 31 2 PG 3.18% 26.02 1.19% 32 3 HIG 2.79% 22.83 1.04% $ $ $ $ 33 4 ETR 2.75% 22.50 1.03% 34 5 D 2.52% 20.62 0.94% $ 10,009.07 Total Portfolio Value $ 2,191.44 35 36 37 38 39 40 41 42 43 44 45 46 PE Ratio of the sector Beta PE Ratio Sector Book Value Assets Liabilities Net Top Five Investments 1 AMAZON INC 2 Apple Inc 3 Microsoft Corp 4 Alphabet Inc A 5 Facebook Inc A Symbol AMZN AAPL MSFT GOOGL % of Total 16.99% $ 12.54% $ 10.03% $ 4.79% $ 4.69% $ Value 1,700.54 1,225.14 1,003.91 479.43 469.43 FB 47 48 from Funds + Ready y Accessibility: Investigate + 142% AutoSave OFF DES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Calibri (Body) Insert V 11 AA V ab Wrap Text Percentage WE AY Ow DX Delete v Paste B I U A Merge & Center $ %) .00 00 0 Conditional Format Cell Formatting as Table Styles Sensitivity Format Sort & Filter Find & Select Analyze Data L39 fx B D E F H 1 j K L M N 0 3 Funds Stock Positions 4 5 Qty Price Market Value % of Total Beta Position Stock % of Fund Value 1 % of Fund Symbol TWUAX Name of Fund American Century Ultra! 6 1 37 71.71 $ 2,653.27 27% 1 AAPL 12.54% 332.72 15.18% $ $ 7 2 AMZN 7.60% 201.65 9.20% 8 3 MSFT 5.38% $ 142.75 6.51% 9 4 MA 4.51% 119.66 5.46% $ $ 10 5 TSLA 4.37% 115.95 5.29% 11 12 2 TWGAX American Century Intern 76 15.41 $ 1,171.16 12% 1 IFX.DE 2.16% $ 25.30 1.15% 13 2 MC.PA 2.14% $ 25.06 1.14% 14 3 6981 2.10% $ 24.59 1.12% 15 4 ASML 2.01% $ 23.54 1.07% 16 5 01299.HK 1.87% $ 21.90 1.00% 17 18 3 VAFAX Invesco American Franch 63 28.66 $ 1,805.58 18% 1 AMZN 9.39% $ 169.54 7.74% 19 2 GOOGL 4.79% 86.49 3.95% $ $ 20 3 FB 4.67% 84.32 3.85% 21 4 MSFT 4.65% $ 83.96 3.83% 22 5 QCOM 3.55% $ 64.10 2.92% 23 24 4. AlIEX Invesco International Gro 110 32.37 $ 3,560.70 36% 1 BABA 3.64% $ 129.61 5.91% 25 2 2 GIB.A.TO 3.03% $ 4.92% 107.89 105.75 26 3 2330.TW 2.97% $ 4.83% Funds + Ready y Accessibility: Investigate + 142% AutoSave OFF DES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Calibri (Body) Insert V 11 - ab Wrap Text Percentage Do WE AY DX Delete Paste BIU A Merge & Center $ %) .00 00 0 Sensitivity Conditional Format Cell Formatting as Table Styles Format Sort & Filter Find & Select Analyze Data L39 fx A B D E F F G . K L M N O P O R S T 3 Funds Stock Positions 4 5 5 Symbol Qty Beta Position Stock % of Fund Value 1 % of Fund Name of Fund American Century Ultra Ft Price Market Value 71.71 $ 2,653.27 % of Total 27% Types of Investments Large Growth Large Blend Value Index 1 TWUAX 37 1 AAPL 12.54% 332.72 15.18% 6 7 $ $ 2 AMZN 7.60% 201.65 9.20% 8 3 MSFT 5.38% $ 142.75 6.51% Stock 9 4 MA 4.51% $ 5.46% 119.66 115.95 10 5 TSLA 4.37% $ 5.29% 11 12 2 TWGAX American Century Interna 76 15.41 $ 1,171.16 12% 1 IFX.DE 2.16% 25.30 1.15% $ $ 13 2 MC.PA 25.06 2.14% 2.10% 1.14% 1.12% 14 3 6981 $ 24.59 15 4 ASML 2.01% 23.54 $ $ 1.07% 1.00% 16 5 01299.HK 1.87% 21.90 17 18 3 VAFAX Invesco American Franchi 63 28.66 $ 1,805.58 18% 1 AMZN 9.39% $ 169.54 7.74% 19 2 GOOGL 4.79% $ 86.49 3.95% 20 3 FB 4.67% $ 84.32 3.85% 21 4 MSFT 4.65% $ 83.96 3.83% 22 5 OCOM 3.55% $ 64.10 2.92% 23 24 4 AllEX Invesco International Gro 110 32.37 $ 3,560.70 36% 1 BABA $ 129.61 5.91% 3.64% 3.03% 2 GIB.A. TO $ 107.89 4.92% 25 26 3 2330.TW 2.97% $ 105.75 4.83% 4 AVGO 2.95% 4.79% 27 28 $ $ 105.04 102.55 5 INVEB 2.88% 4.68% 29 30 5 LCEAX) Invesco Diversified Divide 41 19.96 $ 818.36 8% 1 GIS 3.31% $ 27.09 1.24% 31 2 PG 3.18% $ 26.02 1.19% 1.04% 32 3 HIG 22.83 2.79% 2.75% 33 4 ETR $ $ $ 22.50 1.03% 5 D 2.52% 20.62 0.94% 34 35 36 37 $ 10,009.07 Total Portfolio Value $ 2,191.44 Funds + Ready y Accessibility: Investigate - + 100% AutoSave OFF DES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Calibri (Body) Insert V 11 AA V ab Wrap Text Percentage Do AY @ Ow DX Delete v Paste BI U A Merge & Center $ % ) .00 00 0 Conditional Format Cell Formatting as Table Styles Sensitivity Sort & Filter Analyze Data Format Find & Select L39 fx A B D E F G H K L M N O P R S T from Yahoo Expected Value of each Stock 49 Deviation Top Five Investments Symbol % of Total Value Investment Weight YTD Expected rate of return in % Boom Expected Return Probability Bust Expected return Probability 30% Total expected rate of return boom+bust Expected rate of Expected rate of return during Boom return during Bust Return Devation Standard Deviation Re Squared Deviation of Boom State Squared Squared Deviation of Bust Variance State be 50 51 AMZN 1,700,54 70% 35% $ 25% $ 35% 25% 70% 52 53 1 AMAZON INC 2 Apple Inc 3 Microsoft Corp 3 4 Alphabet Inc A 5 Facebook Inc A AAPL MSFT GOOGL 1,225.14 1,003.91 30% 30% 21% 70% 21% $ 10% $ 10% $ 479.43 70% 54 55 30% 10% 10% FB 469.43 70% 30% $ 4,878.45 100% Simplified return 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 Funds + Ready y Accessibility: Investigate - + 100% AutoSave OFF DES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments Calibri (Body) Insert V X LO 11 - AP ab Wrap Text Percentage Do WE AY DX Delete v Paste B I U A Merge & Center $ % ) .00 00 0 Conditional Format Cell Formatting as Table Styles Format Sort & Filter Find & Select Sensitivity Analyze Data L39 fx L M N O 0 R S T U V w X Y Z AB AC AD AE AF 43 45 46 47 48 Expected Value of each Stock Expected Portfolio Returns 49 Boom Expected Return Probability 70% Total expected rate of return boom+bust Return Devation Expected rate of Expected rate of return during Boom return during Bust Deviation Squared Standard Deviation Bust Expected return Probability 30% 30% 50 Squared Squared Expected Expected Expected Deviation of Deviation of Bust Variance Return during Return during Boom Boom State State boom period Total Expected Expected Bust Return Return bust period Return 51 52 70% 53 70% Intentionally Blank 30% 30% 70% 54 55 70% 30% Simplified return 01 0 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 Funds + Ready y Accessibility: Investigate + 100% AutoSave OFF ABES 5 = Portfolio Listing 4 Home Insert Draw Page Layout Formulas Data Review View Tell me Share Comments X Calibri (Body) AA Insert 11 ab Wrap Text Percentage WE DX Delete Paste B I U v A 3 Merge & Center $ % ) Conditional Format Cell Formatting as Table Styles Sort & Filter Format Find & Select Analyze Data Sensitivity L39 . x fx 0 Q R S T U V w 1 2 3 4 Types of Investments Large Growth Large Blend 5 6 Value 7 Index 8 Stock 9 10 . 11 12 13 14 Funds + Ready y Accessibility: Investigate 246%
