Using Excel, design and create the visualization that best plots the stocks in your portfolio. Your visualization
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Question:
Using Excel, design and create the visualization that best plots the stocks in your portfolio. Your visualization should include all three corporations’ activities; that way the reader can contrast and compare the fluctuations of stock values over time. Do not overburden the design with too many labels; if necessary, create an explanatory legend. Make sure the final product is readable and undistorted as well as properly sized for legibility. Place it into the report using appropriate APA format. [MO 6.1, MO 6.2, MO 6.3]
Within your report, ensure that you address the following points:
- What was the total value of your original investment?
- What dollar amount (of the original $50,000) remained in the investment account?
- Assume that the account would receive an annual rate of interest of 1¾%. How much interest would you have earned during the term?
- Calculate the gain/loss for each stock if the portfolio was sold today. Generate a summary table for comparison to assist the reader with a snapshot view of your portfolio’s performance.
- Rank the investments from the highest yield to the lowest yield. Assume management fees are ½% of the total sale price. What was the total gain/loss of the portfolio?
- What was the rate of return for this investment? How does the rate of return compare to your required rate of return? (See cell F2 of your spreadsheet
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