Investment Portfolio Spreadsheet Quiz

What is the first step in creating an investment portfolio using a spreadsheet?

• Labeling the spreadsheet

• Adding stock prices

• Calculating total values

• Setting a budget

How can you find the ticker symbol for a stock?

• By looking it up online

• By asking a friend

• By guessing

• By using a calculator

What formula is used to calculate the total opening value of an investment?

• D2 + E2

• SUM(D2:E2)

• D2 / E2

• D2 * E2

Why is it beneficial to copy formulas in a spreadsheet?

• To save time and ensure consistency

• To make the spreadsheet look better

• To avoid using the internet

• To increase the number of investments

What is the purpose of setting a budget for your investment portfolio?

• To make the spreadsheet more complex

• To increase the number of shares

• To ensure you don't overspend

• To limit the number of stocks

How can you adjust your investments to meet a budget goal?

• By deleting rows

• By adding more columns

• By adjusting the number of shares

• By changing the spreadsheet color

What is the purpose of calculating the percentage of the portfolio each investment represents?

• To reduce the total investment

• To increase the number of investments

• To understand the distribution of investments

• To make the spreadsheet colorful

How can you fix a formula error that occurs due to moving references?

• By using absolute references

• By adding more data

• By deleting the formula

• By changing the spreadsheet theme

What symbol is used to create an absolute reference in a spreadsheet formula?

• #

• $

• &

• %

What does the percentage column in the portfolio spreadsheet represent?

• The total investment value

• The number of stocks and bonds

• The percentage of each investment in the portfolio

• The total number of shares