Suppose exactly three years ago, you invested in the following portfolio:

400 shares of Common Stock A, which continuously pays a dividend of $.60 per share each quarter, and was selling at the time (three years ago) for $64.18 per share.

20 bonds of Coupon Bond B, which carries a coupon rate of 6.4% and face value of $1,000. They were selling for $1,038.34 each.

300 Shares of Preferred Stock C, which carries a Dividend Yield of 4.1% and a face value of $100. They were selling for $75.34 each at the time.

Today, the assets are selling at the following:

Stock A: $68.47 per share

Bond B: $985.11 per share

Pfd Stock C: $68.15 per share

What is the dollar return on your portfolio over the three year period?

What was your total holding period return (HPR) on the portfolio over the three years?