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6. If you invest the same amount ($1500, *after taxes for a not-Keogh or IRA
account.) each year with dividends taxed as ordinary income, what will be
the total tax-paid cash at retirement?
7. What is the purchasing power of that figure in terms of today's dollars?
Stock Portfolio Evaluation and Analysis
This program evaluates a portfolio of stocks given the current market price
per share and the annual dividend. The user inputs the initial purchase
price of a stock, the number of shares, the beta coefficient*, the annual
dividend, and the current market price for a portfolio of any size.
The program returns the percent change in value of each stock and the
valuation and beta coefficient* of the entire portfolio. Output includes the
original portfolio value, the new portfolio value, the percent change in the
value and the annual dividend and yield as a percent of the current market
value. The overall beta coefficient of the portfolio is also calculated.
*The beta coefficient is a measure of a stock variability (risk) compared to
the market in general. Beta values for individual stocks can be acquired
from brokers, investment publications or the local business library.
Notes:
Keystrokes Display
CLEAR
40 1
40.00 Tax rate.
35
35.00 Years to retirement.
8.175
8.18 Dividend rate.
1500
-1,500.00 Annual payment.
290,730.34 Future value at retirement.
-52,500.00 Cash Paid in.
238,230.34 Earned dividends.
232,584.27 After-tax value.
8,276.30 Diminished purchasing power.
139,360.09 Tax-paid cash at retirement.
4,959.00
Purchasing power of tax-paid cash
at retirement.