- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Case Study #2 Answer
Calculations
a. Before the split your investment was worth $82,000, or 200 shares times $410 per share.
b. Afterwards you would have 600 shares, or 200 shares times 3.
c. Afterwards the price of the share should decline to $136.67, or $410 divided by 3.
d. After the split the value of your investment should remain at $82,000, or $136.67 times 600 shares.
