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毛线 · 2021年01月09日

问一道题：NO.PZ2015120604000033

  1. CFA I
  2. Portfolio

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%

题干不是说1年末才有的分红，为什么第一年的收益就要把分红加上啦？

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1 个答案

丹丹_品职答疑助手 · 2021年01月09日

嗨，努力学习的PZer你好：


同学你好，是第一年末的分红是5，所以算第一年持有收益率才应当加上。


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