User Manual

9. Next, to evaluate the entire portfolio, press 48.
10. Press
to see the initial portfolio value.
11. Press
to see the present portfolio value.
12. Press
to see the percent change in value.
13. Press
to see the total yearly dividend.
14. Press
to see the annual dividend yield as a percent of the current market value.
15. Press
to see the beta coefficient of the portfolio.
16. For a new case return to step 2.
Example: Evaluate the following portfolio:
Number of
Shares Held
Initial
Purchase
Price
Beta
Coefficient
Annual
Dividend
Present
Market Price
Stock
100 25 5/8 .8 $1.70 27 1/4 Int'l Heartburn
200 30 1/4 1.2 $2.10 33 1/2 P. D. Q.
50 89 7/8 1.3 $4.55 96 1/8 Datacrunch
500 65 1/4 .6 $3.50 64 3/8 N.W. Sundial
Keystrokes Display
CLEAR
0.00
100
100.00
25.58
1.00
.8
0.80
1.70
1.70
Int'l Heartburn
27.14
6.34 Percent change in Stock's value.
200
200.00
30.14
1.00
1.2
1.20
2.10
2.10
P. D. Q.
33.12
10.74 Percent change in Stock's value.
50
50.00
Datacrunch