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What makes for a good investment? Use the approximate yield formula or a financi

ID: 2815976 • Letter: W

Question

What makes for a good investment? Use the approximate yield formula or a financial calculator to rank the following investments according to their expected returns. Round the answers to two decimal places. Do not round intermediate calculations.

A) Buy a stock for $50 a share, hold it for 3 years, then sell it for $80 a share (the stock pays annual dividends of $3 a share).

B) Buy a security for $25, hold it for 2 years, then sell it for $65 (current income on this security is zero). Do not round intermediate calculations.

C) Buy a 1-year, 10 percent note for $940 (assume that the note has a $1,000 par value and that it will be held to maturity). Do not round intermediate calculations.

Explanation / Answer


Using financial calculator BA II Plus - Input details:

A

B

C

FV = Future Value / Face Value =

-$80.00

-$65.00

-$1,000.00

PV = Present Value =

$50.00

$25.00

$940.00

N = Number of years remaining x frequency =

3

2

1

PMT = Payment = Coupon or Dividend / frequency =

-$3.00

$0.00

-$100.00

CPT > I/Y = Rate per period or YTM per period =

22.156082

61.245155

17.021277

Convert Yield in annual and percentage form = Yield*frequency / 100 =

22.16%

61.25%

17.02%

Rank =

2

1

3

Rank 1 is given highest yield --- Option B which is 61.25%

Rank 2 is given second highest yield ---- Option A which is 22.16%

Rank 3 is given to third highest yield ---- Option C which is 17.02%

Using financial calculator BA II Plus - Input details:

A

B

C

FV = Future Value / Face Value =

-$80.00

-$65.00

-$1,000.00

PV = Present Value =

$50.00

$25.00

$940.00

N = Number of years remaining x frequency =

3

2

1

PMT = Payment = Coupon or Dividend / frequency =

-$3.00

$0.00

-$100.00

CPT > I/Y = Rate per period or YTM per period =

22.156082

61.245155

17.021277

Convert Yield in annual and percentage form = Yield*frequency / 100 =

22.16%

61.25%

17.02%

Rank =

2

1

3

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