Finance investments

1. Given the following information about the performance of a particular stock investment that involved purchasing 1000 shares of the stock on Jan 1, create a spreadsheet to calculate the after-tax, time-weighted rate of return assuming the asset is sold at the end of the period. The capital gains rate is 20% and the investor's personal income tax rate on dividends is 15%.

Date

1-Jan

15-Mar

30-May

15-Jun

15-Sep

15-Dec

31-Dec

Event or $ Dividend

buy

0.6

3 for 1

0.4

0.4

0.4

sell

Market Price

 100 102 100 35 36 34 37 

2. How does your result in part one compare to the unadjusted after-tax holding period rate of return?