8. Based on Exhibit 11.3, Wm you? Explain your rationale. 9. U se Worksheet 11.2

Question

8. Based on Exhibit 11.3, Wm you? Explain your rationale. 9. U se Worksheet 11.2 to help Susan and Ryan Gilbert, a married couple in ngs IBM. (NYSE, symbol IBM): 100 shares bought in 2010 for $127.77 Procter & Gamble share. early 30s, evaluate their securities portfolio, which includes these holdinoer 77 pe r share. a. 8 at $63.91 per b. (NYSE, symbol PG): 150 shares purchased in 2008 at $6 Google (NASDAQ, symbol, cooG): 200 shares purchased in 2010 at $518.92 per The Gilberts also have $8.,000 n a one-year CD they bought one year ago,which share. ar ago, which d. pays 1.05 percent annual interest. ortdonth uotes doaind from the Web, complete Worksheet 11.2 2. What's the total amount the Gilberts have invested in these securitie the annual income they now receive, and the latest market value of their investments?

Explanation / Answer

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Company Particulars No. of shares Year of purchase Purchase rate Dividend payout, interest etc Last rate Value of purchase Dividend, interest Etc. Latest value of shares/ bond IBM Shares 100 2010 127.77 24.35 154.46 12777 2435 15446 P & G Shares 200 2010 63.91 13.6843 85.77 12782 2736.86 17154 Google Shares 200 2010 518.92 0 717.78 103784 0 143556 Gilllbert CD 0 2010 0 0 8000 0 8588 Total 500 710.6 38.0343 958.01 137343 5171.86 184744 Assuming that shares and debentures have been purchased at 1/1/2010 Bond will not pay any dividens Total investment initially 137343 Investment value they now receive 184744 Refer last rate column for latest rate which is taken as 8 th july as per the sources available.

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