Portfolio Analysis & Selection
Part 2 Holding period return
Prof Shezad Lalani
(M.com,GDCA, ACMA, PGDFM,SET,
CS inter)
1 ~
Mr. Kushal purchased 100 share of Anand Ltd. for Rs. 3,500 per
share on 1st April 2014. He sold a'i the shares onA¥th March 2017
for Rs. 5,000 per share. During this tenure, he received normal
dividend of Rs. 350 per shere per year. Calculate the holding
Period return..
Ms. Snehal purchased 1000 shares of ABC Ltd. @ Rs. 100 each
on 1st January 2009. She paid a brokerag,> of Rs. 500. During the
year 2010 she received bonus shares vo: ABC Ltd. in the ratio of
3:5. She also received dividends from the company as follows:
October 2009 = Rs. 500
October 2010 = Rs. 750
She sold all holdings on Ist January 2011 @ Rs. 135 each. She
had to pay a brokerage of Rs. 875. Calculate the holding period
returns.3
In January 2011, Mr. Mehta purchased the following 5 scripts,
the detail of the scripts were as follows:
Name of the
Company
No. of Shares | Purchase | Dividend | Market | Bonus Share
Purchased
Mr. Mehta paid brokerage of Rs. 5,320 on purchase of shares.
Mr. Mehta sold ail his securities in January 2012 by paying a
brokerage of Rs. 6,790. Calculate the holding period return on the
‘vestment of Mr. Mehta.