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%
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