1. Bonds Bonds Cur Yid Vol Close Net Chg NBC 7838 7.6 49 +2 2/3 a. What year does the bond mature? b. What is the bond's annual coupon payment? c. What is the bond's closing price? d. What was yesterday's dosing price? e. What is the bond's YTM? 2. Stocks 52 52 Ticker Div Yield% P/E Vol High Low Close Net Che 58.91 24.10 BBY? 3.67 16.2 6800 51.43 46.21 49.39 +0.88 a. What is the lowest the stock has sold for in the past year? b. What is the closing price of BBY? c. What is the annual dividend payment per share? d. What was the previous day's dosing price? e. What is the EPS for BBY? 3. Garret purchased 80 shares of NBC stock for $56 per share on January 1, 2009, and sold this same stock for $83 per share on December 31, 2014. Brokerage commissions were 3.5% of the total transaction value when buying and selling. Dividends of $2 per share were paid each year. a. What was the total dollar return on this stock transaction? b. What is Garrett's average annual percentage return over the six-year period? c What is Garrett's total cumulative return (in percent) over the six-year period? d. Assume Garret is in the 25% marginal tax bracket, dividends and long-term capital gains will be subject to a 10% tax rate. What is his after-tax average annual return? e. If inflation averaged 3% per year over the six-year period, what would be the average annual after-tax real rate of return be? 4. Google has a beta of 0.88. If the market as a whole goes up 25%, we would expect Google's market value to go? 5. How much percent would have a taxable bond to yield to equal a 6.2% municipal bond for someone with a 28% marginal tax rate? 6. Frank Miller purchased a 20-year $1,000 bond paying a coupon rate of 13% for $823. The current yield on this bond is what percent? Is this bond selling at a premium, discount, or par (face value)? 7. What would be your future account value if you invested $150 each month in a mutual fund for 12 years with a return of 10.3%? Assume an average annual rate of return of 11.7%. Assume a combined federal and state income tax rate of 15% and an average annual inflation of 3.0% over the 12-year period. 8. Your portfolio consists of 28% stocks with a 17% return, 33% bonds with a 4% return, and 39% cash with a return of 3.1%. What is yo your total weighted average return of your portfolio? 1. Bonds Bonds Cur Yid Vol Close Net Chg NBC 7838 7.6 49 +2 2/3 a. What year does the bond mature? b. What is the bond's annual coupon payment? c. What is the bond's closing price? d. What was yesterday's dosing price? e. What is the bond's YTM? 2. Stocks 52 52 Ticker Div Yield% P/E Vol High Low Close Net Che 58.91 24.10 BBY? 3.67 16.2 6800 51.43 46.21 49.39 +0.88 a. What is the lowest the stock has sold for in the past year? b. What is the closing price of BBY? c. What is the annual dividend payment per share? d. What was the previous day's dosing price? e. What is the EPS for BBY? 3. Garret purchased 80 shares of NBC stock for $56 per share on January 1, 2009, and sold this same stock for $83 per share on December 31, 2014. Brokerage commissions were 3.5% of the total transaction value when buying and selling. Dividends of $2 per share were paid each year. a. What was the total dollar return on this stock transaction? b. What is Garrett's average annual percentage return over the six-year period? c What is Garrett's total cumulative return (in percent) over the six-year period? d. Assume Garret is in the 25% marginal tax bracket, dividends and long-term capital gains will be subject to a 10% tax rate. What is his after-tax average annual return? e. If inflation averaged 3% per year over the six-year period, what would be the average annual after-tax real rate of return be? 4. Google has a beta of 0.88. If the market as a whole goes up 25%, we would expect Google's market value to go? 5. How much percent would have a taxable bond to yield to equal a 6.2% municipal bond for someone with a 28% marginal tax rate? 6. Frank Miller purchased a 20-year $1,000 bond paying a coupon rate of 13% for $823. The current yield on this bond is what percent? Is this bond selling at a premium, discount, or par (face value)? 7. What would be your future account value if you invested $150 each month in a mutual fund for 12 years with a return of 10.3%? Assume an average annual rate of return of 11.7%. Assume a combined federal and state income tax rate of 15% and an average annual inflation of 3.0% over the 12-year period. 8. Your portfolio consists of 28% stocks with a 17% return, 33% bonds with a 4% return, and 39% cash with a return of 3.1%. What is yo your total weighted average return of your portfolio