Question: one of them is example, another one is assignment, use excel spreadsheet to do it hted Rate of Return Market Price When Dividend Dividend Received

one of them is example, another one is assignment, use excel spreadsheet to do it

hted Rate of Return Market Price When Dividend Dividend Received hted Rate of Return Of Dividend .5 5 for 4 0.4 .4 .4 I91 le Pefiod of Shares 100 100 100 100 125 125 125 125 125 .081 ROR Difference Pefiod 8% 1 After Tax Interim ROR sold t=4 ..0636 .1655 -0.0898 ROR Difference ROR N/A .1296 .0333 .1048 .1481 0.0261 .2273 -0.0593 Difference After Tax hted ROR sold t=4 N/A .b051 .1714 aossz 0.0654 0.0007 After Tax Interim ROR sold t=8 .1244 .0333 .1003 .1481 -0.031 .2273 -0.091 Difference After Tax ROR sold t=8 NIA 0.2144 .2549 0.3808 .1762 .1398 .3988 0.2713 0.00121. Given the following information about the performance of a particular stock investment that involved purchasing lOOO shares of the stock on Jan 1, create a spreadsheet to calculate the afler-tax, time-weighted rate of return assuming the asset is sold at the end of the period. The capital gains rate is 20% and the investor's personal income tax rate on dividends is 15%. Event or Date $ Dividend Market Price 1-Jan buy 100 15'Mar 0.6 102 30-May 3 for 1 100 15-Jun 0.4 35 15-Sep 0.4 36 15-Dec 0.4 34 31-Dec sell 37 2. How does your result in part one compare to the unadjusted after-tax holding period rate of return
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