Exactly two years ago, you created an investment portfolio made up of 200 shares of Common
Stock A, 100 shares of preferred stock B, and 15 Coupon Bonds C. At the time, the common
stock was selling for $15.22 per share, the preferred stock was selling for $18.75 per share, and
the coupon bonds were selling for $958.64 each. During the first year, the common stock paid a
dividend of $.52 per share each quarter. During the last year, they increased this to $.60 per
share each quarter. The preferred stock is a 3% preferred stock with a face value of $35. The
coupon bonds have a coupon rate of 6.54%, a face value of $1,000, and 14 years left until
maturity.
Today, the common stock is selling for $16.24, the preferred stock is selling for $19.09, and the
coupon bonds are selling for $859.15 each. What is your total holding period return on all
investments collectively?