Table summarizes Portfolio performance for 3 securities (JNJ, WFC, CAT). Calculate Portfolio's Total Geometric Return over...
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Table summarizes Portfolio performance for 3 securities (JNJ, WFC, CAT). Calculate Portfolio's Total Geometric Return over this time period. # of shares-> Date 8/1/2021 9/1/2021 10/1/2021 11/1/2021 12/1/2021 1/1/2022 2/1/2022 3/1/2022 4/1/2022 5/1/2022 25 JNJ 169.90 159.43 160.79 153.93 169.98 171.19 163.52 177.23 180.46 176.13 30 WFC 44.88 45.77 50.46 47.13 47.51 53.27 52.84 48.20 43.39 42.34 15 CAT 207.70 189.09 200.95 191.50 204.76 199.63 186.68 221.76 209.54 205.21 Cash Portfolio 8,709.34 8,195.19 8,547.68 8,134.43 8,746.04 8,872.27 8,473.56 9,202.99 8,956.31 8,751.56 R(P) -5.90% 4.30% -4.83% 7.52% 1.44% -4.49% 8.61% -2.68% -2.29% Table summarizes Portfolio performance for 3 securities (JNJ, WFC, CAT). Calculate Portfolio's Total Geometric Return over this time period. # of shares-> Date 8/1/2021 9/1/2021 10/1/2021 11/1/2021 12/1/2021 1/1/2022 2/1/2022 3/1/2022 4/1/2022 5/1/2022 25 JNJ 169.90 159.43 160.79 153.93 169.98 171.19 163.52 177.23 180.46 176.13 30 WFC 44.88 45.77 50.46 47.13 47.51 53.27 52.84 48.20 43.39 42.34 15 CAT 207.70 189.09 200.95 191.50 204.76 199.63 186.68 221.76 209.54 205.21 Cash Portfolio 8,709.34 8,195.19 8,547.68 8,134.43 8,746.04 8,872.27 8,473.56 9,202.99 8,956.31 8,751.56 R(P) -5.90% 4.30% -4.83% 7.52% 1.44% -4.49% 8.61% -2.68% -2.29%
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Related Book For
Fundamentals Of Investing
ISBN: 9780135175217
14th Edition
Authors: Scott B. Smart, Lawrence J. Gitman, Michael D. Joehnk
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