Applied Portfolio Management: Monthly Income and Net Worth Worksheet

Running head: APPLIED PORTFOLIO MANAGEMENT
Applied Portfolio Management
Name of the Student:
Name of the University:
Authors Note:

APPLIED PORTFOLIO MANAGEMENT
1
Contents
Monthly income worksheet:............................................................................................................2
Net worth worksheet:.......................................................................................................................6
References:......................................................................................................................................9

APPLIED PORTFOLIO MANAGEMENT
2
The monthly worksheet and net worth worksheet are two separate worksheets which will help us
to calculate the monthly income of the family before expenses and the amount of net worth of
the family. No assumptions of items which have not been provided have made to keep monthly
income and net worth aligned with the information provided about the couple and the family.
Monthly income worksheet:
As per the information the monthly income worksheet of the couple Mark and Jan has been
prepared below.
Particulars Mark ($) Jan ($)
Salary / wages 6,250.
00
6,250.
00
Bonus / incentives
- -
Commissions
- -
Interest / dividend
- -
Loan repayments
- -
Partnership draw
- -
Rent 2,000.