using excell calculate

HPY and Sharp ratio of the overall portfolio

$$HPY and Sharp ratio of each asset class

Investment EXXON NIOBIL CHEVRON CORP APPLE INC Alphabet Inc OCCIDENTAL PETE CORP RANGE RIA CORP APPLE INC MICROSOFT CORP Total comnusston total cash Stoks bonds for each stock for cach bond synbol XOM cvx AAPL GOOG APC4260165 RRC4345623 A APL4452439 MSFT4307010 100000 35% 15000 8750 'IYpe STOCK STOCK STOCK STOCK BOND BOND BOND BOND 0.13% 35000 sooo s # (shares / bonds) 95 IOS 165 91 90 88 96 Beginning price 156.44 147.8 90.57 9528 96.94 98,787 9008 ilPR ilPY Beginning MV 1497733 14881.12 15539.17 14963.48 8681.75 8735.94 870436 95229.18 1.0065 0.65% Ending price 10644 1 ss.71 150.47 91.66 93.81 97.25 98787 91 Ending MV IS 12868 1S077.4S 15799.35 15123.90 8536.71 8752 so 8693 '6 873600 95847.85 IIPR 1.01 1.01 1.01 008 100 100 111'Y 0.01 0.01 0.02 0.01 -002 0.00 -0.00 Market weight 0.16 0.16 0.16 0.16 0.09 009 009 0.09 "eightcd IIPY 0.21% 0.27% 0.17% -0.15% -001% -0.01%