HP 12c Solutions Handbook page 135

9. Next, to evaluate the entire portfolio, press
10. Press
11. Press
12. Press
13. Press
14. Press
market value.
15. Press
16. For a new case return to step 2.
Example: Evaluate the following portfolio:
Number of Initial
Shares Purchase
Held Price
100 25 5/8
200 30 1/4
50 89 7/8
500 65 1/4
Keystrokes
CLEAR
100
25.58
.8
1.70
27.14
200
30.14
1.2
2.10
33.12
50
to see the initial portfolio value.
to see the present portfolio value.
to see the percent change in value.
to see the total yearly dividend.
to see the annual dividend yield as a percent of the current
to see the beta coefficient of the portfolio.
Beta
Coefficient
.8
1.2
1.3
.6
Display
0.00
100.00
1.00
0.80
1.70
6.34
200.00
1.00
1.20
2.10
10.74
50.00
Annual Present
Dividend Market Price
$1.70 27 1/4
$2.10 33 1/2
$4.55 96 1/8
$3.50 64 3/8
Int'l Heartburn
Percent change in Stock's value.
P. D. Q.
Percent change in Stock's value.
Datacrunch
134
48.
Stock
Int'l Heartburn
P. D. Q.
Datacrunch
N.W. Sundial