$17$:$524$

Assignment $2$

PROBLEMS

Suppose that on July $25,2014$ you purchased shares in Tesla Inc. $($Nasdaq: TSLA$)$ It is now five years later and you decide to evaluate your holdings to see if you have done well with this investment. The table below shows the end of July market prices of TSLA.

$\backslash$table$[[$TSLA Stock Prices$],[$Date$,$Price$],[2014,223\mathrm{.}57],[2015,265\mathrm{.}41],[2016,229\mathrm{.}51],[2017,343\mathrm{.}85],[2018,306\mathrm{.}65],[2019,228\mathrm{.}04]]$

a$.$ Enter the data into a worksheet and format the table as shown.

b$.$ Add a new column and use a formula to calculate your rate of return for each year. Format the data as percentages with two decimal places.

c$.$ Add another column and use a formula to calculate the cumulative total return from July $2014$ to the end of July of each year. Format the data as above.

d$.$ Calculate the total return for the five$-$year holding period. What is the compound average annual growth rate $($CAGR$)$ of your investment?

e$.$ Create a Line chart showing the stock price from July $2014$ to July $2019.$ Be sure to title the chart and label the axes. Now, create an XY Scatter chart of

$($Hints: For question C$,$ use $($current year$/$Base Year$-1)$ for every cell. For CAGR use GEOMEAN formula as shown in class.$)$

$2.$ In your position as research assistant to a portfolio manager, you need to analyze the profitability of the companies in the portfolio. Using the data for Oracle Corporation $($NASDAQ: ORCL$)$ below:

$\backslash$table$[[$Fiscal Year,$2019,2018,2017,2016,2015$