Based on the table suppose you have sold all 30 shares of WFC on February 1,...
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Based on the table suppose you have sold all 30 shares of WFC on February 1, 2022, and kept the proceeds in cash for the rest of the time period. Make the adjustment to the Portfolio returns evaluation and calculate Total Geometric Return over this time period that reflects WFC shares sale. (note: you have 2 tables in excel with the same set up, so you can keep one table for the original portfolio performance and one for the portfolio with the trade). # of shares-> Date 8/1/2021 9/1/2021 10/1/2021 25 JNJ 169.90 159.43 160.79 11/1/2021 153.93 12/1/2021 169.98 1/1/2022 171.19 2/1/2022 3/1/2022 4/1/2022 5/1/2022 163.52 177.23 180.46 176.13 30 WFC 44.88 45.77 50.46 47.13 47.51 53.27 52.84 48.20 43.39 42.34 15 CAT 207.70 189.09 200.95 191.50 204.76 199.63 186.68 221.76 209.54 205.21 Cash Portfolio 8,709.34 8,195.19 8,547.68 8,134.43 8,746.04 8,872.27 8,473.56 9,202.99 8,956.31 8,751.56 R(P) -5.90% 4.30% -4.83% 7.52% 1.44% -4.49% 8.61% -2.68% -2.29% Based on the table suppose you have sold all 30 shares of WFC on February 1, 2022, and kept the proceeds in cash for the rest of the time period. Make the adjustment to the Portfolio returns evaluation and calculate Total Geometric Return over this time period that reflects WFC shares sale. (note: you have 2 tables in excel with the same set up, so you can keep one table for the original portfolio performance and one for the portfolio with the trade). # of shares-> Date 8/1/2021 9/1/2021 10/1/2021 25 JNJ 169.90 159.43 160.79 11/1/2021 153.93 12/1/2021 169.98 1/1/2022 171.19 2/1/2022 3/1/2022 4/1/2022 5/1/2022 163.52 177.23 180.46 176.13 30 WFC 44.88 45.77 50.46 47.13 47.51 53.27 52.84 48.20 43.39 42.34 15 CAT 207.70 189.09 200.95 191.50 204.76 199.63 186.68 221.76 209.54 205.21 Cash Portfolio 8,709.34 8,195.19 8,547.68 8,134.43 8,746.04 8,872.27 8,473.56 9,202.99 8,956.31 8,751.56 R(P) -5.90% 4.30% -4.83% 7.52% 1.44% -4.49% 8.61% -2.68% -2.29%
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Related Book For
Financial Reporting Financial Statement Analysis and Valuation a strategic perspective
ISBN: 978-1337614689
9th edition
Authors: James M. Wahlen, Stephen P. Baginski, Mark Bradshaw
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