Question

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		250		$	74.41		$	1.47		$	86.67
Medtronic		150			59.07			0.71			55.01
Direct TV		400			26.44						25.89
Qualcomm		100			44.58			0.54			40.42

What is your portfolio dollar return and percentage return? (Round your answers to 2 decimal places.)

Answer 1

	i	ii	iii	iv		v=i*ii	vi=i*iii	vii=i*iv
Company	Shares	Beginning of Year Price	Dividend Per Share	End of Year Price		Total investment	Total dividend	Total end of year value
Johnson Controls	250	74.41	1.47	86.67		$       18,602.50	$            367.50	$       21,667.50
Medtronic	150	59.07	0.71	55.01		$         8,860.50	$            106.50	$         8,251.50
Direct TV	400	26.44		25.89		$       10,576.00	$                   -	$       10,356.00
Qualcomm	100	44.58	0.54	40.42		$         4,458.00	$              54.00	$         4,042.00
						$       42,497.00	$            528.00	$       44,317.00
Dollar return % = (End of year value + total dividend - Total investment)/Total investment
		(44317+528-42497)/42497
		5.53%
ans =		5.53%