Question: In an Excel spreadsheet, detail the returns on five selected stocks that you will use as the basis for creating wealth required to support your

In an Excel spreadsheet, detail the returns on five selected stocks that you will use as the basis for creating wealth required to support your personal financial initiatives. Select five key stocks and determine their expected return from finance.yahoo.com. Presume you would invest 20% equally in these stocks and average the return. The objective is to develop an investment strategy, as a suggestion, with stocks of your choosing and/or mutual funds, which support your future financial needs. In the 2-4 page written commentary, summarize and describe your intentions. Explain your rationale for selecting the stocks in your portfolio, including your own risk tolerance and any considerations for diversification. Describe your opportunities and challenges with implementing your financial plan. Document the annual savings required to fund all of your financial goals according to your calculations. If there is a gap with the total amount you are able to realize based on your current income, develop and document a plan to supply the difference. Will you have to make changes? Indicate how you might revise your plans. Various alternatives may include finding another career position and increasing income, or purchasing a smaller home, curtailing retirement funds, or deriving savings elsewhere.v
 In an Excel spreadsheet, detail the returns on five selected stocks
that you will use as the basis for creating wealth required to

WORSHEET Worksheet for Funding Your Retirement Needs Your Nam Step 1: Eute Your Annual Needs Reement A Resort your experidir onun 080 Basementare levetid Cipted change in viguer Dondurrerende x00 . E B tored one of Use Table 162 n Text F Brother Lided by Step 2: Einute Your Income Available at Retirement noorem ocio Hon bere at det nomeno Arterton Step Calculate the Ann Intion Adjusted Short Kolhas done Lotion etc, Brandon Yeast VIFAA Mondo WEDO Step 4: Calculate the Total Funds Needed detto Cover This shortfall Over the You You Lofotle Red Nay hosted Nude PIFA as O Funds needed PA you were PALIEI Ruddha IVALE Step towach You Have Saved For Rent Dolore Te web 0 Years und to Future of today WALDE Steps Determmellow Much You Mist Save Annual between Now and Here to cover the short VED www 45F Sunny WORKSHEET 20 Your Peronal Financial Goals Worksheet o Priority Target Dale or Che Yol La Anticipated To Shattere Geschi Her Required (A yra Goals Intermediate Tera Gaala 10 yang La mosh (Menthe - The rate ofre for a debt rederigal would be the rate of the revolving credite

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Finance Questions!