At the beginning of the month, you owned $7,000 of General Dynamics, $9,000 of Starbucks, and $4,000 of Nike. The monthly returns for General Dynamics, Starbucks, and Nike were 6.50 percent, -1.46 percent, and -0.59 percent. What is your portfolio return? (Do not round intermediate calculations and round your final answer to 2 decimal places.) Portfolio return %

At the beginning of the month, you owned $7,000 of General Dynamics, $9,000 of Starbucks, and $4,000 of Nike. The monthly returns for General Dynamics, Starbucks, and Nike were 6.50 percent, -1.46 percent, and -0.59 percent. What is your portfolio return? (Do not round intermediate calculations and round your final answer to 2 decimal places.) Portfolio return %

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

Section: Chapter Questions

Problem 1PS

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At the beginning of the month, you owned $7,000 of News Corporation, $5,000 of First Data, and $8,000 of Whirlpool. The monthly returns for News Corporation, First Data, and Whirlpool were 8.70 percent, -2.66 percent, and 10.83 percent. What's your portfolio return? A 1 2 Value 3 Return B New Corporation $7,000 8.70% First Data $ 5,000 -2.66% Whirlpool $ 8,000 10.83 % Note: Do not round intermediate calculations and round your final answer to 2 decimal places. Portfolio return D %
If a cell in an Excel spreadsheet uses the following formula to determine the future value of an investment: =FV(0.0745/12, 12*30,-145) How much money is being invested each month? (Express your answer rounded correctly to the nearest cent!) %$4 What is the APR? (Express your answer correctly rounded to the nearest hundredth of a percent!) % If you haven't answered the question correctly in 3 attempts, you can get a hint.
Year-to-date, Oracle had earned a -1.44 percent return. During the same time period, Valero Energy earned 7.80 percent and McDonald's earned 0.52 percent. If you have a portfolio made up of 25 percent Oracle, 20 percent Valerp Energy, and 55 percent McDonald's, what is your portfolio return? (Round your answer to 2 decimal places. Write your answer in percentage)
What was your holding period return for this financial accounting question?
Year-to-date, Yum Brands had earned a 4.80 percent return. During the same time period, Raytheon earned 5.13 percent and Coca-Cola earned −0.64 percent.If you have a portfolio made up of 40 percent Yum Brands, 30 percent Raytheon, and 30 percent Coca-Cola, what is your portfolio return? (Round your answer to 2 decimal places.) Portfolio return: ____.__%
Consider the following portfolio of assets and liabilities. The time, t, is measured in years. Assets: A payment of £3,738.32 t = 3 and a payment of £4,280 at t = 5. Liabilities: A payment of £8,000 at t = 4. The interest rate is 7 % p.a. Calculate the present value of the Assets: £ 数字 Liabilities: £ Enter an answer correct to 2 decimal places Calculate the effective duration of the Assets: 数字 Liabilities: 数字 Enter an answer correct to 2 decimal places Calculate the convexity of the Assets: 数字 Liabilities: 数字 Enter an answer correct to 2 decimal places Does the portfolio of assets and liabilities satisfy the conditions for Redington's immunisation? Yes ○ No
Suppose you makes a $1,000 initial investment today, a $4,000 additional investment at the end of year one, and another $500 investment at the end of year two. You had returns of 10% in year one, 2% in year two, and -5% in year three. What is the dollar-weighted average return on your investments? Select one: a. -2.59% b. 10.00% c. 0.51% d. -0.73% e. 3.00%
Year-to-date, Yum Brands had earned a 3.80 percent return. During the same time period, Raytheon earned 4.26 percent and Coca-Cola earned −0.46 percent.If you have a portfolio made up of 30 percent Yum Brands, 30 percent Raytheon, and 40 percent Coca-Cola, what is your portfolio return? (Round your answer to 2 decimal places.)
7. Impacts of Costs on Returns. A mutual fund has a 1.69% expense ratio and begins with a $124.655 NAV. It experiences the annual returns shown below. What are the end-of-year NAVs after fees for each year? What are the after-fee returns each year?
You have a portfolio of three assets at the beginning of the year: Asset 1 is 30% of the portfolio, Asset 2 is 40% of the portfolio, and Asset 3 is 30% of the portfolio. During the year, Asset 1 has a return of 4%, Asset 2 has a return of 12%, and Asset 3 has a return of -20%. What was the return on your portfolio for the year?
7. Impacts of Costs on Returns. A mutual fund has a 1.6% expense ratio and begins with a $124.655 NAV. It experiences the annual returns shown below. What are the end-of-year NAVS after fees for each year? What are the after-fee returns each year? (LO 4-4) Money to Invest NAV Expense ratio Year 1 return Year 2 return Year 3 return Year 4 return Year 5 return $ 10,000.00 $ 124.655 1.6% 5% -12% 18% 4% 23%
d. What is the rate of return on your margined position (assuming again that you invest $30,000 of your own money) if XTel is selling after one year at (i) $56; (ii) $50; (iii) $44? (Negative values should be indicated by a minus sign. Round your answers to 2 decimal places.)

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