plese plese try to slove it by today because i need to submit it end of the day and try to provide the answer in excel sheet which is i provide the excel image

What are your comments about the famaly's investment portfolio? Please keep in mind that their investment portfolio currentiy conilsts of commonstocks. Question 5. The family's stock portfolio is in an investment account. John and Mary log into the account periodically, to see how their investments are performing. Typically, common stocks by sectors such as: - Communication Services - Consumer Discretionary - Consumer Staples - Energy - Financial - Health Care - Industrials - information Technology - Materials - Real Estate - Utilities Within the sectors, there are industries. Mere is a summary of the family's portfolio in terms of sectors and industry: What are your comments about the family's investment portfolio? Please keep in mind that their investment portfolio currently consists of common stocks, Be sure to summarize the portfolio holdings on the Question 5 sheet of the Excel workbook. To look up the market values, a web search should suffice. For example, Yahoo Finance provides historical per share market values of common stocks. Current Financial Information They own their home which they purchased two years ago for $285,000. Their town (Rumford, Rhode Island) tax office has assessed the home value at $200,000. Recently, Mary hired a certified real estate appraiser to prepare a home appraisal and his appraised value was $300,000 (the reat estate appraiser based her opinion of value on recent sales of comparable homes in similar neighborhoods and considered current construction costs and land value.) While surfing the web, Mary noticed that their home is listed on zillow.com with a "Zestimate" of $350,000. Zestimate's are powered by an algorithm. Mary knows that the variables of the valuation system, including analysis of home exterior and interior and traditional real estate facts and figures images, can be inaccurate and may need updating. however Mary logs into zillow often to see how the system is valuing one of the families largest and most important asset. The mortgage on the home has a balance of $140,000. A revew of the Douglas' financial information, bank statements, and other documents shows the following as of Dec. 31, 2022 : - 2015 Camry worth about $11,000 (Kelly Blue Book), with a bank loan balance of \$3,000 - 2014 Volvo $60 purchased six months ago for $14,500 is worth about $15,000 (Ketly Blue Book). with a bank loan balance of $10,000 - An insurance policy on Jeff's life with a face value of $100,000 with a cash surrender value of $2,500 and no policy loan balance. Mary is the beneficiary listed on Jeff's policy. - An insurance policy on Mary's life with a face value of $10,000 and no cash surrender value, feff is the beneficiary tisted on Mary's policy. - Credit card balances that totar 53,500 . - A savings account with a \$1,000 balance - Two mutual funds earmarked for the children's college education. the account for pauk hasa balance of $10,000 and Marcy's has $11,000 as a curtent balance. The fund has averaged an 8% annual rate of return over its life. - 100 shares of Apple tnc. (NASDMQ: stock symbol - AAPL), formerly Apple Computer, inc. You need to value this stock and all the stocks they own based on the DeC. 31, 2027 price per shace. You will need to find that on the internet. The cost basis is $120 per share. - 200 shares of AT\&T. The cost basis is $41 a share. - 50 shares of Microsoft. The cost basis is $158 per share. - 75 shares of Alphabet Inc. The cost basis is $1,600 per share. (*There was a 20:1 stock split after they bought the shares and so they now have 1,500 shares). Use 1,500 shares to determine the market value of the Alphabet stock.) - A checking account with a balance of $3,000. - Jeff estimates that their furniture, fixtures etc. in the home are worth about $7,000. - Ieff and Mary have retirement accounts that have a current market value of approximately $200,000. - Mary still has an education Ioan with an outstanding balance of $15,000. It still has seven years left on it. - A vacation loan of $750 due in 6 months and a home improvement loan of $2,000 due in 2 years (unsecured not a home equity loan) - Ieff wants to finish the basement and he has discussed this at length with Mary. He is getting estimates from contractors based on ideas that both he and Mary have to create a play area for the children and a IV/den for the family, left and Mary love to play ping pong and pool and would love to introduce the children to both "sports." He believes that the project will cost about $30,000 and he is interested in tapping into the home equity. - Jeff is also an avid baseball fan and is looking at buying a membership to a local baseball/softball facility for both Paul and Marcy. He ligures that since he doesn't have any expensive hobbies, if would be fun to get Paul started as a baseball player and Marcy as a softball player. The membership costs and related costs are as follows: 51,500 per year (cowers both kids). equipment $500 per year, and team registration and travel costs will be about another $1,000 to $2,000 a vear depending on how serious the kids become. Mary is not sure that this is a priority at this point and wants to explere this possibility in more detail