In: Finance
The table below shows your stock positions at the beginning of the year, the dividends that each stock paid during the year, and the stock prices at the end of the year. |
Company | Shares |
Beginning of Year Price |
Dividend Per Share | End of Year Price | ||||||||
Johnson Controls | 650 | $ | 74.81 | $ | 1.55 | $ | 86.87 | |||||
Medtronic | 550 | 59.47 | 0.79 | 55.41 | ||||||||
Direct TV | 800 | 26.84 | 26.29 | |||||||||
Qualcomm | 500 | 44.98 | 0.58 | 40.82 | ||||||||
What is your portfolio dollar return and percentage return? (Round your answers to 2 decimal places.) |
Portfolio Return | |
Dollar return | $ |
Percentage return | % |
A | B | C=A*B | D | E=A*D | F | G=A*F | ||||||||||||
Company | Shares | Beginning of | Amount in theBegining | Dividend Per Share | Total | End of Year Price | End of year | |||||||||||
Year Price | Dividend | Amount | ||||||||||||||||
Johnson Controls | 650 | $ | 74.81 | $ 48,626.50 | $ | 1.55 | $ 1,007.50 | $ | 86.87 | $ 56,465.50 | ||||||||
Medtronic | 550 | 59.47 | $ 32,708.50 | 0.79 | $ 434.50 | 55.41 | $ 30,475.50 | |||||||||||
Direct TV | 800 | 26.84 | $ 21,472.00 | 26.29 | $ 21,032.00 | |||||||||||||
Qualcomm | 500 | 44.98 | $ 22,490.00 | 0.58 | $ 290.00 | 40.82 | $ 20,410.00 | |||||||||||
Total | $ 125,297.00 | Total | $ 1,732.00 | Total | $ 128,383.00 | |||||||||||||
H | Total Amount of portfolio in the beginning | $ 125,297 | ||||||||||||||||
I | Total dividend received | $ 1,732 | ||||||||||||||||
J | End of year portfolio amount | $ 128,383 | ||||||||||||||||
Portfolio Return: | ||||||||||||||||||
K=I+J-H | Dollar Return | $ 4,818 | ||||||||||||||||
L=(K/H)*100 | Percentage Return | 3.85% | ||||||||||||||||