Calculations for an Investment Portfolio

One year ago, Jasmin and Derek opened investment accounts with a discount broker. In their C$ account, they purchased $300$

Bank of Montreal $($BMO$)$ shares at C$$54\mathrm{.}20$ per share and six Government of Canada bonds $($GoCs$)$ at C$$1063$ per bond. In

their US $ account, they purchased $100$ shares of International Business Machines $($IBM$)$ at US $$125\mathrm{.}50$ per share and $200$

shares of General Electric $($GE$)$ at US $$18\mathrm{.}57$ per share. The exchange rate on the date of the purchases was $C$$$1\mathrm{.}00=$

US$$0\mathrm{.}935.$

The income received from the securities during the year and their current prices are listed in the following table.

The current exchange rate is $CS1\mathrm{.}00=US$$$0\mathrm{.}952$

Questions

What total amount in $C$$ was initially invested in the portfolio?

What is the C$ equivalent of the total income received during the year? $($For converting the US$ income to C$$,$ use the

average of the beginning and ending exchange rates for the year.$)$

What is the current total value in $C$$ of the securities $($not including income received$)?$

Including both income and change in value of the securities$,$ what was the percentage increase in the value of Jasmin's and

Derek's portfolios during the year?