Grader - InstructionsExcel 2019 Project

TU05 - Chapter 2 - Dividend Portfolio V10

Project Description:

One method that people use to provide income during their retirement years is investing in dividend-paying stocks. The dividends allow investors to make withdrawals from their retirement account without having to reduce their invested principal. Michael Malley, president and chief investment officer of your new employer, Excellent Wealth Management, has developed a worksheet to show how a portfolio of stocks can create an additional income stream for his clients. You are asked to determine how much income the current portfolio is generating in order to assist with future investments decisions in the form of adding to current investments or diversifying and adding other dividend-paying investments.