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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
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
- Enter the data into a worksheet and format the table as shown.
- 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.
- 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.
- Calculate the total return for the five-year holding period. What is the compound average annual growth rate (CAGR) of your investment?
- 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.
- 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?
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
- Enter the data into a worksheet and format the table as shown.
- 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.
- 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.
- Calculate the total return for the five-year holding period. What is the compound average annual growth rate (CAGR) of your investment?
- 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.
- 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?
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