Finance-AW231 online

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Performance Examples

Calculate the returns given the situation. Provide a hardcopy and your excel spreadsheet.

Example #1

On Friday, you portfolio consisted of 100 shares of XYZ. It closed at $35.50

• Monday the stock closed at $36.25

• Tuesday the stock at $37.00

• Wednesday the stock closed at $37.50

• Thursday the stock closed at $37.00. You also received a $0.35 per share dividend.

• Friday, the stock closed at $38.00

What was your return for the week? What was your average daily return?
What is the annual dividend yield?

Example #2

Your portfolio at the close of the last trading day of the year, December 31, 2013, was worth $125,236. You record the following values for 2014.

• January the portfolio was worth $132,877

• February the portfolio was worth $133,505

• March the portfolio was worth $129,891

• April the portfolio was worth $128,033

• May the portfolio was worth $122,598

• June the portfolio was worth $132,099

• July the portfolio was worth $130,004

• August the portfolio was worth $131,033

• September the portfolio was worth $131,822

• October the portfolio was worth $128,924

• November the portfolio was worth $123,165

• December the portfolio was worth $120,922

What was your annual return? What was your average quarterly return? What was your average monthly return?

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Case Approach

Scientific Methodology

We use best scientific approach to solve case study as recommended and designed by best professors and experts in the World. The approach followed by our experts are given below:

Defining Problem

The first step in solving any case study analysis is to define its problem carefully. In order to do this step, our experts read the case two three times so as to define problem carefully and accurately. This step acts as a base and help in building the structure in next steps.

Structure Definition

The second step is to define structure to solve the case. Different cases has different requirements and so as the structure. Our experts understand this and follow student;s university guidelines to come out with best structure so that student will receive best mark for the same.

Research and Analysis

This is the most important step which actually defines the strength of any case analysis. In order to provide best case analysis, our experts not only refer case materials but also outside materials if required to come out with best analysis for the case.

Conclusion & Recommendations

A weak conclusion or recommendations spoil the entire case analysis. Our expert know this and always provide good chunks of volume for this part so that instructors will see the effort put by students in arriving at solution so as to provide best mark.

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Example #3

Performance Examples

You purchased 100 shares of Cooper Cameron (CAM) for $52. You used your margin account which had a $3000 cash balance. This resulted in a negative balance. Your hunch paid off as the stock quickly moved to $61.
What was your holding period return with margin? What would it have been without margin? Assume there is no cost to margin.

Example #4

You’ve decided to short energy stocks given the level of performance recently. You short 100 shares of Chevron (CVX) at $95.00. Two weeks later CVX pays a $0.65 per share dividend. A week later you cover your short at $92.00.
What was your holding period return?

Example #5

You’ve decided to short utility stocks thinking that domestic political pressure on oil producing countries would force reductions in oil production and an increase in global energy costs. You short 100 shares of AEP at a price of $48. You receive two dividends of $0.60. You finally close the position at $49.00.
What was your holding period return?

Example #6

Your portfolio suffered losses during 2008. The value of your portfolio was $162,738 on December 31, 2007 and on December 31, 2008 the value was $100,897. By June of 2009 your portfolio had increased to $146,301.
Talking with your broker, she states “You must be very happy. You lost 30+% in 2008 but have regained over 40+% in 2009, Net-net, you’re ahead by over 10%!”
Confirm this.

Example # 7

1. Utilizing monthly prices, download 60 months of historical pricing.
2. Assuming the risk free rate is 3% annually. Which of the following assets (stocks) have the most attractive risk-reward relationship? The least attractive?

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Summary