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Faye · 2021年02月17日

35+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%

t等于0时刻的30 现在因为拿了5的dividend 所以变成35 为什什么不是30+5 除以30呢 为什么是35+5除以30 这个35是t等于1时刻心新投入的 并不是收益啊？
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1 个答案

丹丹_品职答疑助手 · 2021年02月17日

嗨，从没放弃的小努力你好：


同学你好，可以这么理解，对于t=0时候，股票价格是$30的，对于这支股票1年后会收到分红，同时同一股票如果在T=1时刻买/卖就是$35.所以需要将35和5元都算上计算期间收益率


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