Using the information below and an initial purchase of 100 shares: Calculate the after-tax time-weighted return, given
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Question:
Using the information below and an initial purchase of 100 shares: Calculate the after-tax time-weighted return, given a dividend tax rate of 15% and a capital gains tax rate of 20%.
Date | $ Dividend per share | Market Price when Dividend Received |
1/1 | $30 | |
3/31 | $0.60 | $32 |
6/30 | $0.60 | $33 |
9/30 | $0.60 | $35 |
12/31 | $0.60 | $33 |
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