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Stocktrak report
You are training to be a professional. There is NO NEED for a cover page-it just adds weight and wastes paper.
Question 4 “portfolio performance” = (final value – $100,000)/$100,000
Question 5 in the instructions – a pie chart – you should be able to make a pie chart on numbers or excel. You should make one showing the portfolio breakdown by industry (sector).
Do not answer Question 6. It has been eliminated.
Be sure to PROOFREAD – do not just leave it to your computer.
Watch your use of % and decimal places.
3 divided by 4 = .75 or 75%, NOT .75%
i attach the Stocktrak picture and files instructor to to answer the question.
