User Manual

•
tax= the percent tax expressed as a decimal.
For ordinary taxable investment:
•
FV =
PMT
i(1 - tax)
[1 + i(1 - tax)]{[1 + i(1 - tax)]
n
- 1}
For tax-free investment:
•
FV =
PMT
i
(1 + i)[(1 + i)
n - 1
]
Stock Portfolio Evaluation and Analysis
•
n = the number of issues held.
•
P
i
= the current market price / share of a stock.
•
S
i
= the number of shares of a stock held.
• β
i
= the beta coefficient of an individual stock.
•
T = the total present value of a portfolio.
Portfolio beta coefficient:
•
β =
P
i
S
i
β
i
T
Canadian Mortgages
•
r = annual interest rate expressed as a decimal.
•
monthly factor =
1 +
r
2
1/6
- 1
x 100
Miscellaneous
Learning Curve for Manufacturing Cost