1. You have invested 10000 euros in a fund in the first of January 2020. During the year you apported and retired money as follows: Date Transaction Initial value Final value 01/01/2020 +10000 0 10000 31/03/2020 +5000 14000 19000 30/06/2020 -3000 19000 16000 30/09/2020 +4000 17000 21000 31/12/2020 -20000 20000 0 Compute the holding period return on this portfolio.

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
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1. You have invested 10000 euros in a fund in the first of January 2020. During the year you
apported and retired money as follows:
Date
Transaction
Initial value
Final value
01/01/2020
+10000
0
10000
31/03/2020
+5000
14000
19000
30/06/2020
-3000
19000
16000
30/09/2020
+4000
17000
21000
31/12/2020
-20000
20000
0
Compute the holding period return on this portfolio.
Transcribed Image Text:1. You have invested 10000 euros in a fund in the first of January 2020. During the year you apported and retired money as follows: Date Transaction Initial value Final value 01/01/2020 +10000 0 10000 31/03/2020 +5000 14000 19000 30/06/2020 -3000 19000 16000 30/09/2020 +4000 17000 21000 31/12/2020 -20000 20000 0 Compute the holding period return on this portfolio.
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