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Calculate total year-end

To finalize your model, you should edit the year-end totals to include formulas for those columns.

Remember that year-end stock is: = Stock Holding Beginning + Stock Return

Fixed income holding is: = Fixed Income Beginning + Income After Tax

Total year-end balance is: = Year-End Stock + Year-End Fixed Income

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練習說明

  • In I14, use =E+H and fill in row 14 for the reference.
  • In J14, use =C+G and fill in row 14 for the reference.
  • In K14, add I14 and J14.
  • Copy these cells through row 28 to complete your model.

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