Filter
Top Products
134
9. Next, to evaluate the entire portfolio, press 48.
10. Press to see the initial portfolio value.
11. Press to see the present portfolio value.
12. Press to see the percent change in value.
13. Press to see the total yearly dividend.
14. Press to see the annual dividend yield as a percent of the current
market value.
15. Press to see the beta coefficient of the portfolio.
16. For a new case return to step 2.
Example: Evaluate the following portfolio:
Number of
Shares
Held
Initial
Purchase
Price
Beta
Coefficient
Annual
Dividend
Present
Market Price
Stock
100 25 5/8 .8 $1.70 27 1/4 Int'l Heartburn
200 30 1/4 1.2 $2.10 33 1/2 P. D. Q.
50 89 7/8 1.3 $4.55 96 1/8 Datacrunch
500 65 1/4 .6 $3.50 64 3/8 N.W. Sundial
Keystrokes Display
CLEAR
0.00
Int'l Heartburn
100
100.00
25.58
1.00
.8
0.80
1.70
1.70
27.14
6.34 Percent change in Stock's value.
200
200.00
P. D. Q.
30.14
1.00
1.2
1.20
2.10
2.10
33.12
10.74 Percent change in Stock's value.
50
50.00 Datacrunch