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Assume you are to invest 70% of the money in the first security and 30% in the second security. Date MSFT GM S&P 500 MSF
Assume you are to invest 70% of the money in the first security and 30% in the second security. |
Date | MSFT | GM | S&P 500 | MSF Return | GM Return | S&P 500 Return | Portfolio Return | |
7/31/2017 | 68.09474 | 32.14819 | 2,470.30 | |||||
8/31/2017 | 70.40673 | 32.64856 | 2,471.65 | 3.40% | 0.015564 | 0.000546 | ||
9/29/2017 | 70.14307 | 36.44727 | 2,519.36 | -0.37% | 0.116352 | 0.019303 | ||
10/31/2017 | 78.32597 | 38.79404 | 2,575.26 | 0.11666 | 0.064388 | 0.022188 | ||
11/30/2017 | 79.65625 | 38.89334 | 2,647.58 | 0.016984 | 0.002559 | 0.028083 | ||
12/29/2017 | 80.95277 | 37.33445 | 2,673.61 | 0.016276 | -0.04008 | 0.009832 | ||
1/31/2018 | 89.91492 | 38.62781 | 2,823.81 | 0.110708 | 0.034642 | 0.056179 | ||
2/28/2018 | 89.15827 | 35.84069 | 2,713.83 | -0.00842 | -0.07215 | -0.03895 | ||
3/29/2018 | 86.78124 | 33.4358 | 2,640.87 | -0.02666 | -0.0671 | -0.02688 | ||
4/30/2018 | 88.92057 | 33.80383 | 2,648.05 | 0.024652 | 0.011007 | 0.002719 | ||
5/31/2018 | 94.38628 | 39.28753 | 2,705.27 | 0.061467 | 0.162221 | 0.021608 | ||
6/29/2018 | 94.16663 | 36.56757 | 2,718.37 | -0.00233 | -0.06923 | 0.004842 |
Calculate the portfolio return
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