- 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
This can be solved either on a total portfolio basis or on a per share basis.
Total Portfolio
(($45*100 - $40 *100) + 1*100) / $40*100 = ?
Your return is 15.0 percent.
Per Share basis
(($45 - $40) + 1) / $40 = ?
Your return is 15.0 percent.
