Consider the $100,000 you invested in 3 stocks in Homework 3: Building a Portfolio. It's time...
Fantastic news! We've Found the answer you've been seeking!
Question:
Transcribed Image Text:
Consider the $100,000 you invested in 3 stocks in Homework 3: Building a Portfolio. It's time to evaluate your portfolio's performance. For each stock in your portfolio, answer the following questions: 1. What is the current price of the stock? Amazon (AMZN)- $182.56 USD Apple (AAPL)- $170.55 USD Lululemon (LULU)- $377 USD 2. Did the stock pay a dividend since the last assignment? If so, how much was the dividend per share? AMZN has not paid a dividend within the past 12 months. AAPL has not paid a dividend since the last assignment (3/01), their last dividend payment was 2/15/2024 LULU has not paid a dividend since the last assignment. 3. Considering both capital gains/losses and dividends, what is the current value of your investment? What was your percent return on this investment? Amazon current value-$182.56 is the current value of my investment and 2.44% is my percent return on my investment. Apple current value-$170.55 is my current value of my investment and 5.07% is my percent return on my investment. Lululemon current value-$377 is my current value of my investment and -17.78% is my percent return on my investment. 4. What factors do you think caused the stock to go up or down in value? I think amazon increased due to strong earnings, expansion and innovation, and the market dominance they have. I think apple decreased due to a slow in sales and an increase in their competition. I think lululemon decreased due to a miss in meeting the company's expectations and goals, supply chain disruptions, and more competition as well. 5. Using one-year of daily returns calculate the volatility and beta of the stock. What does this information tell you about the stock's risk profile? (Note: Please submit your calculations. I want to see how you calculated your results, not just the final answer.) 6. If you knew the stock's volatility and beta prior to the previous assignment, would you still have invested in this stock? Why or why not? 7. What did you learn from these assignments? Consider the $100,000 you invested in 3 stocks in Homework 3: Building a Portfolio. It's time to evaluate your portfolio's performance. For each stock in your portfolio, answer the following questions: 1. What is the current price of the stock? Amazon (AMZN)- $182.56 USD Apple (AAPL)- $170.55 USD Lululemon (LULU)- $377 USD 2. Did the stock pay a dividend since the last assignment? If so, how much was the dividend per share? AMZN has not paid a dividend within the past 12 months. AAPL has not paid a dividend since the last assignment (3/01), their last dividend payment was 2/15/2024 LULU has not paid a dividend since the last assignment. 3. Considering both capital gains/losses and dividends, what is the current value of your investment? What was your percent return on this investment? Amazon current value-$182.56 is the current value of my investment and 2.44% is my percent return on my investment. Apple current value-$170.55 is my current value of my investment and 5.07% is my percent return on my investment. Lululemon current value-$377 is my current value of my investment and -17.78% is my percent return on my investment. 4. What factors do you think caused the stock to go up or down in value? I think amazon increased due to strong earnings, expansion and innovation, and the market dominance they have. I think apple decreased due to a slow in sales and an increase in their competition. I think lululemon decreased due to a miss in meeting the company's expectations and goals, supply chain disruptions, and more competition as well. 5. Using one-year of daily returns calculate the volatility and beta of the stock. What does this information tell you about the stock's risk profile? (Note: Please submit your calculations. I want to see how you calculated your results, not just the final answer.) 6. If you knew the stock's volatility and beta prior to the previous assignment, would you still have invested in this stock? Why or why not? 7. What did you learn from these assignments?
Expert Answer:
Posted Date:
Students also viewed these finance questions
-
My company is Target (TGT). In this project, you will find and discern the appropriate data to determine a realistic assessment of the weighted average cost of capital for a firm of your choosing....
-
A 5.0 A current is set up in a circuit for 6.0 min by a rechargeable battery with a 6.0 V emf. By how much is the chemical energy of the battery reduced?
-
Natalie needs to budget for her car maintenance. She expects to buy new tires each 5 years, which will cost her \(\$ 390\) to replace them all. Oil changes near her cost \(\$ 59.99\), and she...
-
Shiny Bright plc was incorporated in 1980 to provide cleaning services for hotel, hospital and catering clients; it diversified into hotel ownership in the 1990s. In the early 1990s the company...
-
Turner, Roth, and Lowe are partners who share income and loss in a 1:4:5 ratio. After lengthy disagreements among the partners and several unprofitable periods, the partners decide to liquidate the...
-
Can you please help me out with these two questions? 1. A pilot flies o na heading of 320 with an air speed of 240km/h. Her actual ground velocity is 250km/h at a bearing of 318.Calculate the speed...
-
Question 3 The following figures show the dot pattern for the electrons landing on the screen. For each, make a qualitative sketch of the probability density Jw(x)|2 and the wavefunction w(x)....
-
Why should each page in a batch report have a page heading and a page number? What is the purpose of printing an end-of-job marker on the last page of a batch report?
-
Why is there often a need for continuous monitoring of advanced information systems? How do concurrent auditing techniques facilitate continuous monitoring of advanced information systems?
-
Why has the disappearance of paper-based audit trails motivated the implementation and use of concurrent auditing techniques?
-
Why are concurrent auditing techniques useful in monitoring the authenticity, accuracy, and completeness of transaction processing in distributed application systems?
-
How can auditors use concurrent auditing techniques to monitor application systems that are developed, implemented, operated, and maintained on behalf of an organization by an outsourcing vendor?
-
Return on sales (ROS) is a measure of profit per sales dollar; it measures the investment center manager's ability to control expenses and increase revenues to improve profitability.ACME Products is...
-
A parking lot charges $3 for the first hour (or part of an hour) and $2 for each succeeding hour (or part), up to a daily maximum of $10. (a) Sketch a graph of the cost of parking at this lot as a...
-
During 20x6, Chester Corporation reported a net income of $1,529,500. On January 1, Chester had 1,400,000 shares of common stock outstanding. The company issued an additional 840,000 shares of common...
-
The stockholders equity section of Ruff Corporations balance sheet on December 31, 20x7, follows. Prepare a statement of stockholders equity for the year ended December 31, 20x8, assuming these...
-
On January 15, the board of directors of Picado International declared a 3-for-1 stock split of its $12 par value common stock, of which 1,600,000 shares were authorized and 400,000 were issued and...
Study smarter with the SolutionInn App