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Excel Assignment 1 Stock Portfolio

This document summarizes an initial $200,000 stock portfolio investment made on March 10, 2009. It includes a table listing the 8 stocks purchased, number of shares, purchase price and transaction fee for each. A total of $199,993 was invested. Another table shows the current stock prices, total current value of the portfolio at $522,904, and net gain of $322,911, representing a 161% overall return. A bar graph is suggested to compare the invested amount and % gain for each stock.

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Sonya Tkachman
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445 views16 pages

Excel Assignment 1 Stock Portfolio

This document summarizes an initial $200,000 stock portfolio investment made on March 10, 2009. It includes a table listing the 8 stocks purchased, number of shares, purchase price and transaction fee for each. A total of $199,993 was invested. Another table shows the current stock prices, total current value of the portfolio at $522,904, and net gain of $322,911, representing a 161% overall return. A bar graph is suggested to compare the invested amount and % gain for each stock.

Uploaded by

Sonya Tkachman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Initial

Amount $200,000 Remember to invest according to rules in the instruction

Note: Format all $ amount in the form


Show all LOSSES in red and within pa

Stock Number of Purchase Price Transaction


Number
Symbol Shares (as of Mar 10, 2009) Fee
1 MSFT 2000 $16 $75
2 INTC 2000 $14 $75
3 CSCO 2000 $15 $75
4 ORCL 2000 $15 $75
5 JNPR 2000 $14 $75
6 CIEN 2000 $7 $75
7 GLW 1786 $11 $50
8 QCOM 500 $35 $30

Total $530

Create a bar graph of invested amount for each stock and c


Throughout all the stocks that I invested into, I had the

StockPortfolio

TotalPurchasePrice TotalCurrentValue %Gain(loss)


rding to rules in the instruction

Format all $ amount in the form of $xx,xxx


all LOSSES in red and within parenthesis

Total
Current Stock Total Current Net
Purchase % Gain (loss)
Price Value Gain(loss)
Price
$33,035 $63 $126,340 $93,305 282%
$27,915 $38 $75,380 $47,465 170%
$29,355 $31 $61,380 $32,025 109%
$30,255 $40 $80,320 $50,065 165%
$27,595 $28 $55,760 $28,165 102%
$14,075 $25 $49,480 $35,405 252%
$20,053 $26 $46,704 $26,651 133%
$17,710 $55 $27,540 $9,830 56%

$199,993 $522,904 $322,911 161%

ested amount for each stock and current value. Show %Gain (loss) on second Y-axis
ks that I invested into, I had the greatest gain with MSFT and CIEN. The lowest gains came from QCOM,

Value %Gain(loss)
Use
Vlookup
Transaction Fee Schedule
1 $10
100 $20
500 $30
1000 $50
2000 $75

t gains came from QCOM, with the rest of the stocks being inbetween the greatest and lowest gains. O
1
t and lowest gains. Overall my gains came to 163%.

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