Question: Show excel formulas used. Enter a COUNTIF function in cell B3 on the Summary worksheet. The function should count the entries in the Investment Type

Show excel formulas used.

  1. Enter a COUNTIF function in cell B3 on the Summary worksheet. The function should count the entries in the Investment Type column on the Investment Detail worksheet that match cell A3 on the Summary worksheet. Include cell capacity through Row 25 when defining arguments that require a cell range and use absolute references when needed.
  2. Enter an AVERAGEIF function in cell C3 on the Summary worksheet. The function should compute the average of the entries in the Dividend/Yield column on the Investment Detail worksheet where there is a match in the Investment Type column on the Investment Detail worksheet with cell A3 on the Summary worksheet. Include cell capacity through Row 25 when defining arguments that require a cell range and use absolute references when needed.
  3. Enter a SUMIF function in cell D3 on the Summary worksheet. The function should compute the sum of the entries in the Current Percent of Portfolio column on the Investment Detail worksheet where there is a match in the Investment Type column on the Investment Detail worksheet with cell A3 on the Summary worksheet. Include cell capacity through Row 25 when defining arguments that require a cell range and use absolute references when needed.
  4. Enter a COUNTIFS function in cell B10 on the Summary worksheet. The function should count the number of investments on the Investment Detail worksheet that match the investment type in cell A10 on the Summary worksheet and achieved a gain that is greater than or equal to 15%. Use the Percent Gain/Loss column on the Investment Detail worksheet to evaluate the gains for each investment. Include cell capacity through Row 25 when defining arguments that require a cell range and use absolute references when needed.

Show excel formulas used. Enter a COUNTIFShow excel formulas used. Enter a COUNTIF

A1 X V fx Portfolio Summary A B C D E 1 Portfolio Summary Investment Type Number of Investments Percent of Portfolio 2 Average Yield wN 3 Bond Fund 4. Domestic Stock Fund 5 International Stock Fund 6 Individual Stock 7 8 High Profit Investments Investment Type Number of Investments Total Unrealized Gain 9 Months Owned 10 Bond Fund 11 Domestic Stock Fund 12 International Stock Fund 13 Individual Stock 14 15 16 A B C D E F H J M N O P Q R S Investment Portfolio 1 Data exceeds function cell capacity Months Owned 6|| 2 Investment Type 3 Bond Fund 4 Bond Fund 5 Bond Fund 6 Bond Fund 7 International Stock Fund 8 Domestic Stock Fund 9 Domestic Stock Fund LO Domestic Stock Fund 1 International Stock Fund 12 International Stock Fund 13 Individual Stock 14 Individual Stock 15 Individual Stock 16 Individual Stock 17 Individual Stock 18 19 20 21 22 23 24 25 26 Bond Fund 27 28 19 Symbol VFICX VFSTX WWEHX VUSTX VDMIX VEIPX VISGX VIMSX VTRIX VEIEX TRV JNJ KO MSFT IBM Description Intermediate Investment Grade Short Term Investment Grade High Yield Corporate Long Term Treasury Developed Markets Equity Income Small Cap Growth Mid Cap International Value Emerging Markets The Travelers Companies, Inc. Johnson and Johnson Coca Cola Microsoft Corporation International Business Machine Growth Last Performance Dividend / Yield Year Targets Yield Strength 7.88% 6.00% 4.60% Moderate 3.79% 6.00% 3.20% Moderate 12.37% 6.00% 7.20% High 0.68% 6.00% 4.00% Moderate 10.49% 9.00% 2.60% Moderate 17.10% 10.00% 2.50% Moderate 32.55% 10.00% 0.30% Low 24.94% 10.00% 1.00% Low 7.69% 9.00% 2.00% Moderate 17.18% 9.00% 1.40% Low 14.21% 15.00% 2.40% Moderate -3.11% 15.00% 3.60% Moderate 16.24% 15.00% 2.80% Moderate -10.05% 15.00% 2.50% Moderate 12.09% 15.00% 1.60% Low $ 117,625 Current Current Target Cost of Investment Unrealized Percent Percent of Percent of Current vs. Rebalance Purchase Value Gain indicator Gain/Loss Gain/Loss Portfolio Portfolio Target Indicator $ 7,118 $ 8,815 Gain $ 1,697 23.85% 7.5% 10.0% -2.5% Reeval $ 8,010 $ 8,877 Gain $ 867 10.82% 7.5% 10.0% -2.5% Reeval $ 3,145 $ 3,956 Gain $ 811 25.79% 3.4% 10.0% -6.6% Reeval $ 5,500 $ 5,626 Gain $ 126 2.29% 4.8% 10.0% -5.2% Reeval $ 7,340 $ 5,958 No Gain $ (1,382) -18.82% 5.1% 7.0% -1.9% Keep $ 11,675$ 11,302 No Gain $ (373) -3.20% 9.6% 5.0% 4.6% Reeval $ 4,833 $ 5,958 Gain $ 1,125 23.28% 5.1% 5.0% 0.1% Keep $ 5,603 $ 5,644 Gain $ 41 0.74% 4.8% 5.0% -0.2% Keep $ 5,708$ 8,607 Gain $ 2,900 50.81% 7.3% 7.0% 0.3% Keep $ 5,935 $ 8,013 Gain $ 2,078 35.01% 6.8% 6.0% 0.8% Keep $ 5,721 $ 9,216 Gain $ 3,495 61.09% 7.8% 5.0% 2.8% Reeval 7,995 $ 11,671 Gain $ 3,676 45.98% 9.9% 5.0% 4.9% Reeval $ 9,369 $ 9,957 Gain $ 588 6.28% 8.5% 5.0% 3.5% Reeval $ 2,102 $ 2,087 No Gain $ (14) -0.67% 1.8% 5.0% -3.2% Reeval 6,576 $ 11,938 Gain $ 5,362 81.53% 10.1% 5.0% 5.1% Reeval Buy Indicator HOLD HOLD HOLD HOLD HOLD HOLD HOLD HOLD HOLD HOLD BUY BUY BUY HOLD BUY | 18||||||| 48 37 48 10 42 22 33 46 29 9 72 87 6 50 100

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