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    Amna 1

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    Saba Riaz
    The document provides information on the holding period yield calculation for a portfolio consisting of 5 stocks - PSO, AGTL, ATRL, FFC, and OGDC. It includes the beginning and ending prices and market values of each stock, as well as the holding period return and yield for each stock calculated based on the formula. The overall holding period return for the portfolio is 9.148490127% and the weighted average holding period yield by market value is also provided.

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    Amna 1

    Uploaded by

    Saba Riaz
    48 views2 pages
    The document provides information on the holding period yield calculation for a portfolio consisting of 5 stocks - PSO, AGTL, ATRL, FFC, and OGDC. It includes the beginning and ending prices and market values of each stock, as well as the holding period return and yield for each stock calculated based on the formula. The overall holding period return for the portfolio is 9.148490127% and the weighted average holding period yield by market value is also provided.

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    The document provides information on the holding period yield calculation for a portfolio consisting of 5 stocks - PSO, AGTL, ATRL, FFC, and OGDC. It includes the beginning and ending prices and market values of each stock, as well as the holding period return and yield for each stock calculated based on the formula. The overall holding period return for the portfolio is 9.148490127% and the weighted average holding period yield by market value is also provided.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xls, pdf, or txt
    48 views2 pages

    Amna 1

    Uploaded by

    Saba Riaz
    The document provides information on the holding period yield calculation for a portfolio consisting of 5 stocks - PSO, AGTL, ATRL, FFC, and OGDC. It includes the beginning and ending prices and market values of each stock, as well as the holding period return and yield for each stock calculated based on the formula. The overall holding period return for the portfolio is 9.148490127% and the weighted average holding period yield by market value is also provided.

    Copyright:

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    Download as XLS, PDF, TXT or read online from Scribd
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    of 2

    Computation of Holding Period Yield of a Portfolio

    Stock

    Beg Price

    No of Shares

    Beg Mkt Value

    End Price

    No of Shares

    End Mkt Value

    HPR

    HPY%

    Mkt Wt

    PSO

    224.7

    1100

    247170

    264.49

    1100

    290939

    1.177080552

    17.70805518

    0.247170544

    AGTL

    200

    1080

    216000

    207

    1080

    223560

    1.035

    3.5

    0.216000475

    ATRL

    115.85

    1480

    171458

    127.75

    1480

    189070

    1.102719033

    10.27190332

    0.171458377

    FFC

    151.8

    1261

    191419.8

    113.5

    1261

    143123.5

    0.747694335

    -25.23056653

    0.191420221

    OGDC

    124.25

    1400

    173950

    174.85

    1400

    244790

    1.407243461

    40.72434608

    0.173950383

    999997.8

    PSO
    AGTL
    ATRL
    FFC
    OGDC

    Name
    Reg No.
    Class

    1091482.5

    HPR

    = Ending Value
    Beginning Value
    1.091484901

    HPY

    = HPR - 1
    9.148490127

    Pakistan State Oil


    Al Ghazi Tractor Ltd
    Attock Oil Refinery
    Fauji Fertilizer Company
    Oil & Gas Development Corporation

    Amna Khan
    Sp09-BS(BA)-022
    BBA 8

    HPY Wtd
    4.376909629
    0.756001663
    1.761203875
    -4.829640625
    7.084015585
    9.148490127

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