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西红柿面 · 2023年09月10日

想问一下计算第二年HPR的本金部分70的构成

  1. CFA I
  2. Portfolio

NO.PZ2015120604000033

问题如下：

Tom bought one share of stock at $30 at time 0.

At the end of year 1, the stock paid $5 dividend per share and then Tom bought one more share at $35.

At the end of year 2, 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%

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


这里面第二年的本金部分用的是70，这个70一部分是第二年初买的35，这个理解。那另一半35到底是看成初始购买成本30+分红的5还是说是最初购买的升值部分35计算（不算分红）呢？

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Kiko_品职助教 · 2023年09月11日

嗨，爱思考的PZer你好：


是最初购买的30升值成了35.不算分红。

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虽然现在很辛苦，但努力过的感觉真的很好，加油！

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