Question: Homework Problems Below is data from a brokerage account Jessi opened eight (8) months ago. The first column shows the ticker symbols for stocks she
Homework Problems Below is data from a brokerage account Jessi opened eight (8) months ago. The first column shows the ticker symbols for stocks she has purchased. 1. Solve for the missing values to be sure you know where the numbers come from. Given the info below, what was the previous closing price for SINA? 2. Let's assume Jessi bought all of these stocks exactly nine months ago. If Costce declares and pays a dividend of $2.45 per share in that period, calculate her rate of retum for that period, then "annualize" in Qty 55 17 17 14 Last Price $41.88 $114.75 $119.93 Symbol ADSK BRK/B COST DASTY DDD EWD NOV Oll SINA SSYS Chg (5) ($0.01) (S0.52) $0.87 ($1.10) $0.45 $0.26 (50.14) $0.12 (50.24) ($2.47) Avg Unit Cost $36.13 $117.49 $117.24 $134.22 $52.49 $34.91 $71.87 $80.60 $87.68 Mkt Value Total Cost $2,303.40 $1,987.00 $1,950.75 $1,997.36 $2,038.81 $1.993.11 $1,667.54 $1,879.05 $5,204.11 $4,304.26 $10,473.99 $2,178.63 $1,940.47 $2,070.24 $2,052.50 $2,192.00 $4,605.20 $4,280,00 $34,298.18 $32,981.69 Total G/L $ $316.40 1546.61) $45.70 ($211.53) $899.85 {$246.99) $238.16 $135.80 $63.46 $34.09 $80.69 $86.26 $82.10 $115.13 300 27 24 25 40 $325.20 $1,316.50 3. Let's say Jessi buys 15 more shares of SSYS at the current market price of $115.13. Given this info, recalculate the data for your investment in SSYS, Sales commission was $8.00, SSYS $117.23 L) 4. Let's say the total dividends declared and paid on the above stocks during the eight-month period quals $122.67. What is the overall rate of return on Jessi's portfolio for this period? Finally, annualize her return
Step by Step Solution
There are 3 Steps involved in it
Get step-by-step solutions from verified subject matter experts
