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Ivana 🍭 · 2023年04月03日

老师在计算R1的时候用了（（35+5）-30/）30，加上了这个5

  1. CFA I
  2. Portfolio

NO.PZ2015120604000033

问题如下：

Tom buys one share of stock at $30 now, and one more shares at $35 after one year. At the end of year 1, the stock paid $5 dividend per share. At the end of t2, Tom sold 2 shares for $40 each. Calculate the time-weighted rate of return on this investment.

选项：

A.

9.88%.

B.

15.00%.

C.

23.13%.

解释：

C is correct.

During the year1, the hoding return is (35 + 5) / 30 - 1= 33.33%,

During the year2, the hoding return is 80 / 70 - 1 = 14.29%

Time-weighted return = [(1.33)(1.14)]0.5 - 1 = 23.13%

老师在计算R1的时候用了（（35+5）-30/）30，加上了这个5，为什么算R2的时候公式为（末-初）/初 ，初为第一年，请问为什么没有加上5?

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1 个答案

pzqa27 · 2023年04月03日

嗨，努力学习的PZer你好：


那个公式本质是（期初-期末+期间）/期初

第二年期初的时候，2个股票都是35，所以才是(80-70)/70，也可以认为是第一年的5元已经包含在35里了

----------------------------------------------
努力的时光都是限量版，加油！

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