Question

For your quantitative analysis compute the current market value of each security position of the portfolio, calculate individual yields based on current market pricing, and determine the weighted average factor and the weighted average yields.

Type of Investment	Company Name	Stock Symbol	Portfolio Position (# of shares)	Current Market Price	Current Market Value	Estimated Dividend/Interest	Estimated Current Yield	Weighted Average Factor	Weighted Average Yield
Common stock	Altria	MO	119	50,04	[___]	$247,00	[___]	[___]	[___]
Common stock	AT&T	T	173	32,09	[___]	$325,00	[___]	[___]	[___]
Common stock	Chevron	CVX	26	125,82	[___]	$111,00	[___]	[___]	[___]
Common stock	Coca Cola	KO	59	54,33	[___]	$77,00	[___]	[___]	[___]
Common stock	Duke Energy	DUK	65	87,68	[___]	$206,00	[___]	[___]	[___]
Common stock	Johnson & Johnson	JNJ	31	128,84	[___]	$86,00	[___]	[___]	[___]
Common stock	McDonalds	MCD	52	214,31	[___]	$176,00	[___]	[___]	[___]
Common stock	Pepsi Cola	PEP	17	130,74	[___]	$44,00	[___]	[___]	[___]
Common stock	Philip Morris Intl	PM	70	86,75	[___]	$280,00	[___]	[___]	[___]
Common stock	Proctor & Gamble	PG	52	113,85	[___]	$133,00	[___]	[___]	[___]
								0
				Total Portfolio Market Value	[___]
								Weighte Averatge Yield:	[___]

Answer 1

To do it easily I have done it in Excel and formulas are written in last row