Compute the total holding period return, capital gain return, current return (cash flow return) for each stock.
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Compute the total holding period return, capital gain return, current return (cash flow return) for each stock.The stock portfolio is below. Please explain on Excel.
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Stock Portfolio Name Progressive Corp. Medtronic Starbucks Berkshire Hath - B Procter & Gamble Visa, Inc. PACCAR Microsoft Rangold Pioneer Nat Res Amgen Coca-Cola Bristol-Meyers Squibb Maximus Starwood J2 Global Walmart General Mills Apple Home Depot Monsanto Exxon Shares 125 200 100 100 200 150 400 475 125 200 200 300 150 250 450 250 125 Global Robotics 200 200 425 200 Nike Toyota Pfizer 300 250 600 100 200 Price 7/1/2014 $25.48 $63.91 $39.10 $127.24 Price 7/1/2015 $28.44 $2.24 $0.69 0.87 $74.08 $2.15 $1.52 1.44 $53.89 $1.78 $0.64 0.87 $137.52 $7.28 $0.00 0.29 EPS Dividend Beta $79.28 $79.72 $2.44 $2.65 $53.17 $67.85 $2.42 $0.48 0.85 $63.78 $64.59 $4.47 $0.96 1.32 $41.87 $44.45 $1.48 $1.44 0.87 $84.59 $65.03 $2.23 $0.60 0.11 $228.75 $136.23 $3.40 $0.08 0.52 $120.31 $154.99 $7.55 $3.16 1.01 $42.29 $39.49 $1.71 $1.32 0.96 $48.12 $67.67 $1.07 $1.48 1.06 $42.85 $66.14 $2.37 $0.18 3.66 $81.50 $82.00 $3.29 $1.50 0.91 $52.03 $68.01 $2.50 $1.23 1.44 $75.28 $71.88 $4.79 $1.96 0.87 $52.90 $57.09 $2.11 $1.76 0.71 $93.52 $126.60 $8.65 $2.08 1.09 1.04 $81.82 $112.07 $5.13 $2.36 $124.30 $107.66 $5.41 $2.16 1.08 $101.36 $5.62 $2.92 0.93 $82.37 $26.05 $0.00 $0.00 $28.22 1.95 $1.12 0.72 $78.00 $109.43 $3.95 $122.26 $133.60 $11.76 $4.02 0.55 $30.08 $33.69 $1.41 $1.12 1.08 1.00 The return on the market has been 8.15% and the current risk-free rate is 2.05%. 0 Stock Portfolio Name Progressive Corp. Medtronic Starbucks Berkshire Hath - B Procter & Gamble Visa, Inc. PACCAR Microsoft Rangold Pioneer Nat Res Amgen Coca-Cola Bristol-Meyers Squibb Maximus Starwood J2 Global Walmart General Mills Apple Home Depot Monsanto Exxon Shares 125 200 100 100 200 150 400 475 125 200 200 300 150 250 450 250 125 Global Robotics 200 200 425 200 Nike Toyota Pfizer 300 250 600 100 200 Price 7/1/2014 $25.48 $63.91 $39.10 $127.24 Price 7/1/2015 $28.44 $2.24 $0.69 0.87 $74.08 $2.15 $1.52 1.44 $53.89 $1.78 $0.64 0.87 $137.52 $7.28 $0.00 0.29 EPS Dividend Beta $79.28 $79.72 $2.44 $2.65 $53.17 $67.85 $2.42 $0.48 0.85 $63.78 $64.59 $4.47 $0.96 1.32 $41.87 $44.45 $1.48 $1.44 0.87 $84.59 $65.03 $2.23 $0.60 0.11 $228.75 $136.23 $3.40 $0.08 0.52 $120.31 $154.99 $7.55 $3.16 1.01 $42.29 $39.49 $1.71 $1.32 0.96 $48.12 $67.67 $1.07 $1.48 1.06 $42.85 $66.14 $2.37 $0.18 3.66 $81.50 $82.00 $3.29 $1.50 0.91 $52.03 $68.01 $2.50 $1.23 1.44 $75.28 $71.88 $4.79 $1.96 0.87 $52.90 $57.09 $2.11 $1.76 0.71 $93.52 $126.60 $8.65 $2.08 1.09 1.04 $81.82 $112.07 $5.13 $2.36 $124.30 $107.66 $5.41 $2.16 1.08 $101.36 $5.62 $2.92 0.93 $82.37 $26.05 $0.00 $0.00 $28.22 1.95 $1.12 0.72 $78.00 $109.43 $3.95 $122.26 $133.60 $11.76 $4.02 0.55 $30.08 $33.69 $1.41 $1.12 1.08 1.00 The return on the market has been 8.15% and the current risk-free rate is 2.05%. 0
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Related Book For
Income Tax Fundamentals 2013
ISBN: 9781285586618
31st Edition
Authors: Gerald E. Whittenburg, Martha Altus Buller, Steven L Gill
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