On January 1, 2020, Simon Love's portfolio of 15 common stocks had a market value of $256,000. At the end of May 2020, Simon sold one of the stocks, which had a beginning-of-year value of $26,600, for $31,800. He did not reinvest those or any other funds in the portfolio during the year. He received total dividends from stocks in his portfolio of $11,700 during the year. On December 31, 2020, Simon's portfolio had a market value of $245,000. Find the HPR on Simon's portfolio during the year ended December 31, 2020. (Measure the amount of withdrawn funds at their beginning-of-year value.) Simon's portfolio HPR during the year ended December 31, 2020, is ... %. (Round to two decimal places.)

On January 1, 2020, Simon Love's portfolio of 15 common stocks had a market value of $256,000. At the end of May 2020, Simon sold one of the stocks, which had a beginning-of-year value of $26,600, for $31,800. He did not reinvest those or any other funds in the portfolio during the year. He received total dividends from stocks in his portfolio of $11,700 during the year. On December 31, 2020, Simon's portfolio had a market value of $245,000. Find the HPR on Simon's portfolio during the year ended December 31, 2020. (Measure the amount of withdrawn funds at their beginning-of-year value.) Simon's portfolio HPR during the year ended December 31, 2020, is ... %. (Round to two decimal places.)

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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On January 1, 2020, Simon Love's portfolio of 15 common stocks had a market value of $264,000. At the end of May 2020, Simon sold one of the stocks, which had a beginning-of-year value of $26,500, for $31,500. He did not reinvest those or any other funds in the portfolio during the year. He received total dividends from stocks in his portfolio of $11,900 during the year. On December 31, 2020, Simon's portfolio had a market value of $246,000. Find the HPR on Simon's portfolio during the year ended December 31, 2020. (Measure the amount of withdrawn funds at their beginning-of-year value.) Simon's portfolio HPR during the year ended December 31, 2020, is %. (Round to two decimal places.)
Julio purchased a stock one year ago for $27. The stock is now worth $32, and the total return Julio received for owning the stock was 18.5 %. What is the dollar amount of dividends that he received for owning the stock during the year? Round your final answer to nearest whole dollar.
Meman
Mezzo was promoted as Finance Director of a Hong Kong listed company in April 2019. As a senior member of staff, she was given 1.5 million share options at an exercise price of $0.20 per share exercisable within two years from 1 April 2020. The shares were trading at $0.50 on that date. The share price of the company surged recently to $1.20 per share, at which time Mezzo exercised half of the options. Her stockbroker sold the shares at an average price of $1.00 per share. How much will be included as her assessable income in respect of the share options for the year of assessment 2020/21? Select one: a. $600,000 b. $750,000 c. $1,500,000 d. $450,000 Clear my choice
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Felix owns 40% of Unger and at January 1 2022 has a balance in its investment account of 50,000. For full year 2022 Unger has a net loss of 150,000. What is the balance of Felix's investment in Unger at Dec 31, 2022.
On January 1, 2014, Simon Love's portfolio of 15 common stocks, completely equity- financed, had a market value of $205,000. At the end of May 2014, Simon sold one of the stocks, which had a beginning-of-year value of $13,500, for $21,200. He did not reinvest those or any other funds in the portfolio during the year. He received total dividends from stocks in his portfolio of $9,600 during the year. On December 31, 2014, Simon's portfolio had a market value of $245,000. Find the HPR on Simon's portfolio during the year ended December 31, 2014. (Measure the amount of withdrawn funds at their (.beginning-of-year value إختر أحد الخبارات 33.50% A 26.5% B 25.8% .CO 34.40% D
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On January 1, year 1, Dave received 1,000 shares of restricted stock from his employer, RRK Corporation. On that date, the stock price was $7 per share. Dave's restricted shares will vest at the end of year 2. He Intends to hold the shares until the end of year 4, when he intends to sell them to help fund the purchase of a new home. Dave predicts the share price of RRK will be $30 per share when his shares vest and will be $40 per share when he sells them. Note: Leave no answer blank. Enter zero if applicable. Input all amounts as positive values. Required: a. If Dave's stock price predictions are correct, what are the taxes due on these transactions to Dave if his ordinary marginal rate is 32 percent and his long-term capital gains rate is 15 percent? b. If Dave's stock price predictions are correct, what are the tax consequences of these transactions to RRK? Answer is complete but not entirely correct. Complete this question by entering your answers in the tabs below. Required A…
Lee purchased a stock one year ago for $26. The stock is now worth $34, and the total return to Lee for owning the stock was 0.35. What is the dollar amount of dividends that he received for owning the stock during the year? Round to two decimal places.
Mr CoCo initially held 100 shares of four stocks; however, he sold all the four stocks (100 shares of each stock) on Monday December 7, 2020. The capital gain on the sale of Teladoc Health stock was $25,500. The capital gain on Tesla stock was $10,000, while the capital loss on Walmart stock was $10 per share. The capital loss on the Haliburton stock was $83 per share. What is the taxable gain or loss Mr CoCo should record for the year? (Show your calculations)
This year Barney purchased 440 shares of Bell common stock for $16.50 per share. At year-end the Bell shares were only worth $3.30 per share. What amount can Barney deduct as a loss this year?

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