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Asker · 2020年10月21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%

第一期结束以后，手里持有的股票计算收益率是视同销售的。和真实卖出去的区别就在于这种计算算的是“浮盈”，但收益率和真实卖出去是一样的。


所以这个5的dividend不能算到第二期的起始值里？只能在第一期作为第一期的浮盈加总计算第一期的收益？

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丹丹_品职答疑助手 · 2020年10月21日

嗨，爱思考的PZer你好：


同学你好，我们一般认为是现金分红，不能转作投资请知悉


-------------------------------
就算太阳没有迎着我们而来，我们正在朝着它而去，加油！


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