Respuesta :
Answer:
Explanation:
Money invested in Gold finger = 56% of $400,000 = $224,000
No. of stocks of Gold finger purchased = $224,000 /$16 = 14,000 shares.
Money invested in Moose head = 18% of $400,000 = $72,000.
No. of stocks of Moose head = $72,000/$77 = 935 shares
Money invested in Venture Associates = 400,000-(224,000-72,000) = $104,000
No. of stocks of Venture Associates = $104,000/$4 = 26000 shares
New value of portfolio = (14,000 shares × $41) + (935 shares×$69) +(26000 shares×$17)
= $574,000 + $64,515 + $ 442,000
= $1,080,515
1. Thus portfolio value after all changes in stock prices are accounted for = $1,080,515
2. % change in portfolio = (1080515-400000)/400000 = 170%
3. Weight of each stock in the portfolio:
Weight of Gold finger = (574,000)/1080515 = 53.12%
Weight of Moose head = (64,515)/1080515 = 5.97%
Weight of Venture Associates = (442,000)/1080515 = 40.91%
A pension fund which the amount of money that is added during the employment period so when the person retires from the job they receive the money.
The given data:
The amount of money to be invested = $400000
Money invested in Gold finger = 56% of $400000 = $224,000
Money invested in Moose head = 18% of $400,000 = $72,000
Money invested in Venture Associates =
[tex]400,000 - (224,000 - 72,000) = \$104,000[/tex]
Stocks of Gold finger = [tex]\dfrac{\$224,000}{\$16} = 14,000 \; \text{shares}[/tex]
Stocks of Moose head = [tex]\dfrac {\$72,000} {\$77} = 935 \;\text{shares}[/tex]
Stocks of Venture Associates =[tex]\dfrac{\$104,000}{\$4} = 26000 \;\text{shares}[/tex]
a. New value of the portfolio can be calculated by adding the product of stocks and their current values.
[tex]= (14,000 \;\text{shares} \times \$41) + (935 \; \text{shares} \times \$69) +(26000 \;\text{shares} \times \$17)[/tex]
= $574,000 + $64,515 + $ 442,000
= $1,080,515
Therefore, the new portfolio value will be $1,080,515.
b. Percentage change in the portfolio value can be determined by:
[tex]\text{New value} - \dfrac{\text{Total value}} {\text{Total amount invested}} \times 100[/tex]
[tex]\dfrac{(1080515 - 400000)} {400000} = 170 \%[/tex]
170% change is found in the portfolio value.
c. New portfolio weights for the shares are:
Weight of Gold finger:
[tex]\dfrac{574,000}{1080515} \times 100= 53.12\%[/tex]
Weight of Moose head:
[tex]\dfrac{64,515} {1080515} \times100 = 5.97\%[/tex]
Weight of Venture Associates:
[tex]\dfrac{442,000}{1080515} \times100 = 40.91\%[/tex]
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