Answered step by step
Verified Expert Solution
Question
1 Approved Answer
one of them is my assignment, another one is example, use Microsoft excel to do it. hted Rate of Return Market Price When Dividend Dividend
one of them is my assignment, another one is example, use Microsoft excel to do it.
hted Rate of Return Market Price When Dividend Dividend Received hted Rate of Return Of Dividend .5 5 for 4 0.4 .4 .4 I91 le Pefiod of Shares 100 100 100 100 125 125 125 125 125 .081 ROR Difference Pefiod 8% 1 After Tax Interim ROR sold t=4 ..0636 .1655 -0.0898 ROR Difference ROR N/A .1296 .0333 .1048 .1481 0.0261 .2273 -0.0593 Difference After Tax hted ROR sold t=4 N/A .b051 .1714 aossz 0.0654 0.0007 After Tax Interim ROR sold t=8 .1244 .0333 .1003 .1481 -0.031 .2273 -0.091 Difference After Tax ROR sold t=8 NIA 0.2144 .2549 0.3808 .1762 .1398 .3988 0.2713 0.00121. Given the following information about the performance of a particular stock investment that involved purchasing lOOO shares of the stock on Jan 1, create a spreadsheet to calculate the afler-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%. Event or Date $ Dividend Market Price 1-Jan buy 100 15'Mar 0.6 102 30-May 3 for 1 100 15-Jun 0.4 35 15-Sep 0.4 36 15-Dec 0.4 34 31-Dec sell 37 2. How does your result in part one compare to the unadjusted after-tax holding period rate of returnStep by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started