D A B E F 1 2 Buying on Margin Action or Formula Ending Return on Return with 3 for Column B St Price nvestment No Margin 4 Initial Equity Investment $500,000.00 5 Amount Borrowed $500,000.00 (B4/B10)-B4 $20.00 6 Initial Stock Price $100.00 Enter data 35.00 7 Shares Purchased 10000 (B4/B10)/B6 50.00 8 Ending Stock Price $100.00 Enter data 65.00 9 Cash Dividends During Hold Per. $5.40 80.00 10 Initial Equity Percentage 50.00% 95.00 11 Maintenance Margin Percentage 30.00% 110.00 12 125.00 13 Rate on Margin Loan 8.00% 140.00 14 Holding Period in Months 6 155.00 15 170.00 16 Return on Investment 185.00 17 Capital Gain on Stook $0.00 B7"(B8-B6) 200.00 18 Dividends $54,000.00 B7B9 19 Interest on Margin Loan $20,000.00 B5'(B14/12)B13 ROI with/w 20 Net Income $34,000.00 B17+B18-B19 21 Initial Investment $500,000.00 B4 100.00% 22 Return on Investment 6.8% B20/B21 80.00% 23 24 Margin Call: 50.00% 25 Margin Based on Ending Price 50.00Z (B7'B8)-B5)/(B7"B8) 40.00% 26 Price When Margin Call Occurs $71.43 B5/(B7-(B11B71) 20.00 27 28 Return on Stock without H 5.47 ((B8-B6)+B9)/B6 29 30 BuyingOnMargin ShortSales 120.00% 0.00% $20.00 DO SE 00 OS 65.00 80.00 + D A B E F 1 2 Buying on Margin Action or Formula Ending Return on Return with 3 for Column B St Price nvestment No Margin 4 Initial Equity Investment $500,000.00 5 Amount Borrowed $500,000.00 (B4/B10)-B4 $20.00 6 Initial Stock Price $100.00 Enter data 35.00 7 Shares Purchased 10000 (B4/B10)/B6 50.00 8 Ending Stock Price $100.00 Enter data 65.00 9 Cash Dividends During Hold Per. $5.40 80.00 10 Initial Equity Percentage 50.00% 95.00 11 Maintenance Margin Percentage 30.00% 110.00 12 125.00 13 Rate on Margin Loan 8.00% 140.00 14 Holding Period in Months 6 155.00 15 170.00 16 Return on Investment 185.00 17 Capital Gain on Stook $0.00 B7"(B8-B6) 200.00 18 Dividends $54,000.00 B7B9 19 Interest on Margin Loan $20,000.00 B5'(B14/12)B13 ROI with/w 20 Net Income $34,000.00 B17+B18-B19 21 Initial Investment $500,000.00 B4 100.00% 22 Return on Investment 6.8% B20/B21 80.00% 23 24 Margin Call: 50.00% 25 Margin Based on Ending Price 50.00Z (B7'B8)-B5)/(B7"B8) 40.00% 26 Price When Margin Call Occurs $71.43 B5/(B7-(B11B71) 20.00 27 28 Return on Stock without H 5.47 ((B8-B6)+B9)/B6 29 30 BuyingOnMargin ShortSales 120.00% 0.00% $20.00 DO SE 00 OS 65.00 80.00 +
