Answered step by step
Verified Expert Solution
Link Copied!

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
image text in transcribed
image text in transcribed
11:42:0 en u ...-31 cawn Proctor rIN 120 gNHU Trading stmen for account u31o Phoctor-FN-320 SNU Treding Drit 1 days back from today, Show by symbot Cash Dalante Thansations types of 09 LMIT TC RtRCTED No 912/17 09 022 12/17 090037 FUTURE 127 08 566 RUTURE 2 TO OPEN 2 TO OPEN DEC 17 1377 UMT Show everage poes b Protes and Lesses Fores Actount Summay by Symb Fonex Buying Power

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

The Certified Lease And Finance Professionals Handbook

Authors: Deborah Reuben, Certified Lease & Finance Professionals, Equipment Finance Industry Experts

6th Edition

171743388X, 978-1717433886

More Books

Students also viewed these Finance questions