Using the Spreadsheet attached, choose your investments that you would like to use as a way to reach your goal. You can choose Mutual Funds, Stocks, Bonds, whatever you would like. Choose at least 5 different investments. They can all be mutual funds, just choose 5 different ones.

Filling out an Excel sheet with 5 investments

1) Think about what you want to invest for and how much. For example, you want to buy a house in 10 years and you want to spend $300,000 on the house. Your goal is purchasing the house and your time horizon is 10 years

2) Using the Spreadsheet attached, choose your investments that you would like to use as a way to reach your goal. You can choose Mutual Funds, Stocks, Bonds, whatever you would like. Choose at least 5 different investments. They can all be mutual funds, just choose 5 different ones.

3) Fill in the spreadsheet with your infromation in everything that is yellow in color. You don’t need to fill in anything else at this point