Quiz – Holding-Period Return for a Stock Investment
Essentials of Investments
Bodie, Kane, and Marcus
12th Edition
Calculate the holding-period return for a stock investment based on the initial and final stock prices.
Calculate the holding-period return for a stock investment based on the initial and final stock prices.
Calculate the 1-day rate of return on a benchmark market value index comprised of three stocks, where the stock prices changed from yesterday to today.
Calculate the after-tax rates of return on municipal and corporate bonds based on the given tax bracket and interest rates.
Calculate the after-tax return on preferred stock investments for both a corporation and an individual investor in different tax brackets.
Calculate the proportion of your investment that should be allocated to the risky asset in your complete portfolio, which includes both a risky asset and a Treasury bill, to achieve a specific standard deviation for the overall portfolio.
Determine the allocation of funds between a risky asset and a Treasury bill to achieve a target expected return for a portfolio.
Calculate the expected return on a complete portfolio given the return on a risky portfolio, the risk-free rate, the borrowing rate, and the standard deviation of return on both portfolios.
Determine the nominal (not effective) annual percentage rate of return for a Treasury bill investment, given the purchase price, par value, and maturity period.
Determine the annual rate of return for a no-load mutual fund, considering the changes in its total assets and debt, variations in the number of shares from the beginning to the end of the year, income distributions per share, capital gain distributions per share, and the total expense ratio.
Find the arithmetic average of a given set of percentage returns.