The table below shows your stock positions at the beginning of the year, the div
ID: 2766873 • Letter: T
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 450 $ 74.61 $ 1.51 $ 86.77 Medtronic 350 59.27 0.75 55.21 Direct TV 600 26.64 26.09 Qualcomm 300 44.78 0.56 40.62 What is your portfolio dollar return and percentage return? (Round your answers to 2 decimal places.) Portfolio Return Dollar return $ 35.83 Percentage return %
Explanation / Answer
Particulars
Shares
Opening(A)
Opening ($)
Dividend (B)
Closing (C )
Portfolio dollar return (D) = (B)+[(C)-(A)]* Shares
Return (%) = [Return/Investment]*100
Weigh (Opening $)
Weighted average return
Johnson Controls
450
74.61
33574.5
1.51
86.77
13.67
6151.5
18.32194076
0.40095179
7.35
Medtronic
350
59.27
20744.5
0.75
55.21
-3.31
-1158.5
-5.584612789
0.247733977
-1.38
Direct TV
600
26.64
15984
0
26.09
-0.55
-330
-2.064564565
0.190883361
-0.39
Qualcomm
300
44.78
13434
0.56
40.62
-3.6
-1080
-8.03930326
0.160430873
-1.29
Total
83737
6.21
3583
1
4.28
Portfolio dollar return is $3583 and percentage return is 4.28%
Particulars
Shares
Opening(A)
Opening ($)
Dividend (B)
Closing (C )
Portfolio dollar return (D) = (B)+[(C)-(A)]* Shares
Return (%) = [Return/Investment]*100
Weigh (Opening $)
Weighted average return
Johnson Controls
450
74.61
33574.5
1.51
86.77
13.67
6151.5
18.32194076
0.40095179
7.35
Medtronic
350
59.27
20744.5
0.75
55.21
-3.31
-1158.5
-5.584612789
0.247733977
-1.38
Direct TV
600
26.64
15984
0
26.09
-0.55
-330
-2.064564565
0.190883361
-0.39
Qualcomm
300
44.78
13434
0.56
40.62
-3.6
-1080
-8.03930326
0.160430873
-1.29
Total
83737
6.21
3583
1
4.28
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