Answered step by step
Verified Expert Solution
Question
1 Approved Answer
What is the current value of the portfolio? (Include as of date.) What is the portfolios rate of return? (Include as of date.) Do you
What is the current value of the portfolio? (Include "as of" date.)
What is the portfolios rate of return? (Include "as of" date.)
Do you suggest that I make any changes to the portfolio? If so, what? If not, why?
-------------------------
Order history is:
CLV7, price: 48.09 LMT
ZLZ7, price: 35.16 LMT
BZX7, price: 53.77 LMT
Currently:
CLV7 - Qty: +2
Qty x Tick .01 = $20.00
Qty x Margin Req = $5,280.00
ZLZ7 - Qty: +2
Qty x Tick .01 = $12.00
Qty x Margin Req = $1,595.00
BZX7 - Qty: +2
Qty x Tick .01 = $20.00
Qty x Margin Req = $5,390.00
Step 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