Question

The table below shows your stock positions at the beginning of the year, the dividends that...

The table below shows your stock positions at the beginning of the year, the dividends that each stock paid during the year, and the stock price at the of the year.

Company Shares Beginning of Year Price Dividend per Share End of Year Price Johnson Controls 300 $73.21 $ 1.23 $86.07 Medtronic 500 57.87 0.47 53.81 Direct TV 800 25.24 24.69 Qualcomm 300 43.38 0.42 39.22

What is your portfolio dollar return and percentage return? (Round your answers to 2 decimal places.)

Dollar return

Percentage return

Homework Answers

Answer #1
Company Share Beginin of year price Dividen/ Share End of year price Gain/(Loss)/Share Net Gain/ (Loss) onTotal Sahre Dividend Received Net Inflow Total Purchase Cost
JhonSon Control 300 $73 $1 $86 $13 $3,858 $369 $4,227 $21,963
Medtronic 500 $58 $0 $54 -$4 -$2,030 $235 -$1,795 $28,935
Direct TV 800 $25 $0 $25 -$1 -$440 $0 -$440 $20,192
Qualcomm 300 $43 $0 $39 -$4 -$1,248 $126 -$1,122 $13,014
$870 $84,104
Portfolio Return= $870
Portfolio Return in (%)= (870/84104)*100= 1%
Know the answer?
Your Answer:

Post as a guest

Your Name:

What's your source?

Earn Coins

Coins can be redeemed for fabulous gifts.

Not the answer you're looking for?
Ask your own homework help question
Similar Questions
The table below shows your stock positions at the beginning of the year, the dividends that...
The table below shows your stock positions at the beginning of the year, the dividends that each stock paid during the year, and the stock prices at the end of the year. Company Shares Beginning of Year Price Dividend Per Share End of Year Price Johnson Controls 600 $ 74.01 $ 1.39 $ 86.47 Medtronic 500 58.67 0.63 54.61 Direct TV 800 26.04 25.49 Qualcomm 400 44.18 0.50 40.02 What is your portfolio dollar return and percentage return? (Round your...
The following table shows your stock positions at the beginning of the year, the dividends that...
The following table shows your stock positions at the beginning of the year, the dividends that each stock paid during the year, and the stock prices at the end of the year. Company Shares Beginning of Year Price Dividend Per Share End of Year Price Johnson Controls 400 $ 73.81 $ 1.35 $ 86.37 Medtronic 300 58.47 0.59 54.41 Direct TV 600 25.84 25.29 Qualcomm 200 43.98 0.48 39.82 What is your portfolio dollar return and percentage return? (Round your...
Problem 9-32 Portfolio Return (LG9-7) The table below shows your stock positions at the beginning of...
Problem 9-32 Portfolio Return (LG9-7) The table below shows your stock positions at the beginning of the year, the dividends that each stock paid during the year, and the stock prices at the end of the year. Company Shares Beginning of Year Price Dividend Per Share End of Year Price Johnson Controls 400 $ 73.31 $ 1.25 $ 86.12 Medtronic 600 57.97 0.49 53.91 Direct TV 900 25.34 24.79 Qualcomm 400 43.48 0.43 39.32 What is your portfolio dollar return...
The following table shows your stock positions at the beginning of the year, the dividends that...
The following table shows your stock positions at the beginning of the year, the dividends that each stock paid during the year, and the stock prices at the end of the year. What is your portfolio percentage return? Company Shares Beginning of Year Price Dividend per Share End of Year Price W 100 $ 25.00 $ 1.00 $ 24.00 P 200 $ 14.00 $ 0.75 $ 15.25 J 400 $ 8.00 $ 10.00 D 200 $ 3.00 $ 0.50 $...
XYZ's stock price and dividend history are as follows: Year Beginning-of-Year Price Dividend Paid at Year-End...
XYZ's stock price and dividend history are as follows: Year Beginning-of-Year Price Dividend Paid at Year-End 2016 $ 200 $ 6 2017 220 6 2018 185 6 2019 200 6 An investor buys three shares of XYZ at the beginning of 2016, buys another two shares at the beginning of 2017, sells one share at the beginning of 2018, and sells all four remaining shares at the beginning of 2019. a. What are the arithmetic and geometric average time-weighted rates...
The table below shows data on the returns over five 1-year periods for seven mutual funds....
The table below shows data on the returns over five 1-year periods for seven mutual funds. A firm's portfolio managers will assume that one of these scenarios will accurately reflect the investing climate over the next 12 months. The probabilities of each of the scenarios occurring are 0.1, 0.3, 0.1, 0.1, and 0.4 for years 1 to 5, respectively. RETURNS OVER FIVE 1-YEAR PERIODS FOR SEVEN MUTUAL FUNDS Planning Scenarios for Next 12 Months Mutual Funds Year 1 Year 2...
XYZ's stock price and dividend history are as follows: Year Beginning-of-Year Price Dividend Paid at Year-End...
XYZ's stock price and dividend history are as follows: Year Beginning-of-Year Price Dividend Paid at Year-End 2017 $ 180 $ 4 2018 200 4 2019 170 4 2020 180 4 An investor buys three shares of XYZ at the beginning of 2017, buys another two shares at the beginning of 2018, sells one share at the beginning of 2019, and sells all four remaining shares at the beginning of 2020. a. What are the arithmetic and geometric average time-weighted rates...
Problem 24-6 XYZ stock price and dividend history are as follows:    Year Beginning-of-Year Price Dividend...
Problem 24-6 XYZ stock price and dividend history are as follows:    Year Beginning-of-Year Price Dividend Paid at Year-End 2013 $ 100 $ 4 2014 120   4 2015 90 4 2016 100 4    An investor buys three shares of XYZ at the beginning of 2013, buys another two shares at the beginning of 2014, sells one share at the beginning of 2015, and sells all four remaining shares at the beginning of 2016.       b. What is the...
XYZ's stock price and dividend history are as follows: Year Beginning-of-Year Price Dividend Paid at Year-End...
XYZ's stock price and dividend history are as follows: Year Beginning-of-Year Price Dividend Paid at Year-End 2016 $ 80 $ 2 2017 90 2 2018 70 2 2019 80 2 An investor buys three shares of XYZ at the beginning of 2016, buys another two shares at the beginning of 2017, sells one share at the beginning of 2018, and sells all four remaining shares at the beginning of 2019. . What is the dollar-weighted rate of return? (Hint: Carefully...
XYZ's stock price and dividend history are as follows: Year Beginning-of-Year Price Dividend Paid at Year-End...
XYZ's stock price and dividend history are as follows: Year Beginning-of-Year Price Dividend Paid at Year-End 2016 $ 125 $ 7 2017 145 7 2018 115 7 2019 125 7 An investor buys three shares of XYZ at the beginning of 2016, buys another two shares at the beginning of 2017, sells one share at the beginning of 2018, and sells all four remaining shares at the beginning of 2019. Q. What is the dollar-weighted rate of return? (Hint: Carefully...