Calculate the remaining information using excel above and the Total Gain on the

Question

Calculate the remaining information using excel above and the Total Gain on the portfolio, portfolio return, portfolio beta.

Sorry could not upload the excel sheet so created one here.

Stocks Total Investment in stock Stock Price one year before Number of Stocks Current stock Price -one year after the initial investmetn Stock Price Income (gain or loss) Dividend per stock Capital gain/loss + dividend Income Total gain/ loss in $ Total gain or loss in percent Stocks Beta P/ E Ratio Earnings Stock price last year based on P/E ratio A $ 2,347.20 $ 38.36 90 26.08 0.60 1.45458 11.49 2.27 B $ 4,455.12 $ 542.16 6 742.52 No dividends 0.914747 30.21 24.58 C 285.12 $ 5.12 54 5.28 No dividends 1.77774 17.89 0.30 D 2,910.60 $ 425.48 4 7.27.65 No Dividends 1.6465 299.94 2.43

Explanation / Answer

Stocks

Total Investment in stock

Stock Price one year before

Number of Stocks

Current stock Price -one year after the initial investment

Stock Price Income (gain or loss)

Dividend per stock

Capital gain/loss + dividend Income

Total gain/ loss in $

Total gain or loss in percent

Stocks Beta

P/ E Ratio

Earnings

Stock price last year based on P/E ratio

A

$2,347.20

$38.36

90

$26.08

-$12.28

$0.60

-$11.68

-$1,051.20

-44.79%

1.45458

11.49

$2.27

P/E Ratio*Last year earnings

B

$4,455.12

$542.16

6

$742.52

$200.36

$0.00

$200.36

$1,202.16

26.98%

0.914747

30.21

$24.58

P/E Ratio*Last year earnings

C

$285.12

$5.12

54

$5.28

$0.16

$0.00

$0.16

$8.64

3.03%

1.77774

17.89

$0.30

P/E Ratio*Last year earnings

D

$2,910.60

$425.48

4

$727.65

$302.17

$0.00

$302.17

$1,208.68

41.53%

1.6465

299.94

$2.43

P/E Ratio*Last year earnings

Capital gain/loss + dividend income = (Current Stock Price – Stock Price one year before) + dividend
Total gain/loss in $ = (Capital gain/loss + dividend) x Number of shares
Total gain/loss in percent = (Total gain/loss in $) / Total investment in stock
Stock price last year based on P/E ratio = P/E Ratio*Last year earnings

Note: As last year’s earnings are not given, stock price based on P/E ratio can’t be calculated. However, the formula is given. So, you just need to put up the values and calculate it.

Stocks

Total Investment in stock

Stock Price one year before

Number of Stocks

Current stock Price -one year after the initial investment

Stock Price Income (gain or loss)

Dividend per stock

Capital gain/loss + dividend Income

Total gain/ loss in $

Total gain or loss in percent

Stocks Beta

P/ E Ratio

Earnings

Stock price last year based on P/E ratio

A

$2,347.20

$38.36

90

$26.08

-$12.28

$0.60

-$11.68

-$1,051.20

-44.79%

1.45458

11.49

$2.27

P/E Ratio*Last year earnings

B

$4,455.12

$542.16

6

$742.52

$200.36

$0.00

$200.36

$1,202.16

26.98%

0.914747

30.21

$24.58

P/E Ratio*Last year earnings

C

$285.12

$5.12

54

$5.28

$0.16

$0.00

$0.16

$8.64

3.03%

1.77774

17.89

$0.30

P/E Ratio*Last year earnings

D

$2,910.60

$425.48

4

$727.65

$302.17

$0.00

$302.17

$1,208.68

41.53%

1.6465

299.94

$2.43

P/E Ratio*Last year earnings

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