Attached is a 6 weeks tracking of 3 portfolio of stocks. 

I want to know:

How to calculate the ROI for each stock and portfolio and their values?

How to calculate and what the Rate of Return,  Expected rate of return, Variance, Standard deviation, and Market Beta for each stock and portfolio is?

 

Transcribed Image Text:

1 TOTAL SHARES 100 100 100 100 400 100 100 100 100 400 100 100 100 100 400 1,200 NAME OF SECURITY Microsoft Bank of America PayPal Oneok Jack Henry & Associates, Inc Q2 Holding, Inc. Fidelity National Information Services, Inc. Diebold Nixdorf, Incorporated Ares Captial Corporation Tennant Company Upland Software, Inc IEC Electronics Corp. S&P 500 Dow DIVIDEN PRICE PRICE PRICE WEEK #4 WEEK #5 D PRICE PRICE PRICE TICKER WEEK #1 PAYOUT WEEK #2 WEEK #3 WEEK #6 PRICE SYMBOL 03/19/21 RATIO 03/26/21 04/01/21 04/09/21 04/16/21 04/23/21 WEEK #7 MSFT $230.35 31.15% $236.48 $242.35 $255.85 $260.74 $261.15 BAC $38.53 58.94% $38.68 $39.49 $39.18 PYPL $241.28 N/A $241.03 $247.54 $266.03 OKE $48.46 263.38% $51.18 $51.35 $39.99 $39.15 $266.77 $269.87 $50.92 $51.60 $50.60 JKHY QTWO FIS DBD ARCC TNC UPLD IEC $148.13 44.22% $106.89 N/A $141.74 560.00% $14.15 0.00% $18.26 140.35% $80.01 49.17% $48.63 N/A $12.89 N/A $3,913.10 $32,627.97 $155.19 $154.59 $102.65 $103.10 $102.90 $105.44 $146.42 $144.05 $149.93 $152.62 $14.02 $14.19 $13.72 $13.95 $155.72 $158.84 $169.59 $103.83 $153.01 $14.14 $19.62 $19.56 $18.68 $18.93 $19.35 $80.98 $80.65 $81.19 $80.79 $81.12 $47.98 $47.78 $46.22 $50.69 $50.24 $11.96 $11.89 $12.04 $11.96 $12.15 $3,974.54 $4,019.87 $4,128.80 $4,185.47 $4,180.17 $33,072.88 $33,153.21 $33,800.60 $34,200.67 $34,043.49 EXPECTED ENDING PRICE on Week #6 Est. Inflation of 2.5% $236.11 $39.49 $247.31 $49.67 $151.83 $109.56 $145.280 $14.50 $18.72 $82.01) $49.85 $13.21 1 TOTAL SHARES 100 100 100 100 400 100 100 100 100 400 100 100 100 100 400 1,200 NAME OF SECURITY Microsoft Bank of America PayPal Oneok Jack Henry & Associates, Inc Q2 Holding, Inc. Fidelity National Information Services, Inc. Diebold Nixdorf, Incorporated Ares Captial Corporation Tennant Company Upland Software, Inc IEC Electronics Corp. S&P 500 Dow DIVIDEN PRICE PRICE PRICE WEEK #4 WEEK #5 D PRICE PRICE PRICE TICKER WEEK #1 PAYOUT WEEK #2 WEEK #3 WEEK #6 PRICE SYMBOL 03/19/21 RATIO 03/26/21 04/01/21 04/09/21 04/16/21 04/23/21 WEEK #7 MSFT $230.35 31.15% $236.48 $242.35 $255.85 $260.74 $261.15 BAC $38.53 58.94% $38.68 $39.49 $39.18 PYPL $241.28 N/A $241.03 $247.54 $266.03 OKE $48.46 263.38% $51.18 $51.35 $39.99 $39.15 $266.77 $269.87 $50.92 $51.60 $50.60 JKHY QTWO FIS DBD ARCC TNC UPLD IEC $148.13 44.22% $106.89 N/A $141.74 560.00% $14.15 0.00% $18.26 140.35% $80.01 49.17% $48.63 N/A $12.89 N/A $3,913.10 $32,627.97 $155.19 $154.59 $102.65 $103.10 $102.90 $105.44 $146.42 $144.05 $149.93 $152.62 $14.02 $14.19 $13.72 $13.95 $155.72 $158.84 $169.59 $103.83 $153.01 $14.14 $19.62 $19.56 $18.68 $18.93 $19.35 $80.98 $80.65 $81.19 $80.79 $81.12 $47.98 $47.78 $46.22 $50.69 $50.24 $11.96 $11.89 $12.04 $11.96 $12.15 $3,974.54 $4,019.87 $4,128.80 $4,185.47 $4,180.17 $33,072.88 $33,153.21 $33,800.60 $34,200.67 $34,043.49 EXPECTED ENDING PRICE on Week #6 Est. Inflation of 2.5% $236.11 $39.49 $247.31 $49.67 $151.83 $109.56 $145.280 $14.50 $18.72 $82.01) $49.85 $13.21

Answer rating: 100% (QA)

To calculate the ROI Return on Investment for each stock and portfolio you can use the following for... View the full answer