Stock Portfolio Evaluation And Analysis - HP 12c Platinum Reference Manual

Stock Portfolio Evaluation and Analysis

This program evaluates a portfolio of stocks given the current market price per share and
the annual dividend. The user inputs the initial purchase price of a stock, the number of
shares, the beta coefficient
portfolio of any size.
The program returns the percent change in value of each stock and the valuation and beta
*
coefficient of the entire portfolio. Output includes the original portfolio value, the new
portfolio value, the percent change in the value and the annual dividend and yield as a
percent of the current market value. The overall beta coefficient of the portfolio is also
calculated.
Note:
The beta coefficient analysis is optional. Key in 1.00 if beta is not to be analyzed.
12c platinum / 12C
RPN KEYSTROKES
fs
fCLEARÎ
:4
gm
g(021
?-4
§
:7
§
?+0
~
:7
§
?+1
d
§
?+3
:5
gF
à
t
*
The beta coefficient is a measure of a stock variability (risk) compared to the market in general.
Beta values for individual stocks can be acquired from brokers, investment publications or the local
business library.
*
, the annual dividend, and the current market price for a
DISPLAY
000,
4 ?6
001, 45
35 :4
002, 43
003,43,33,021 gm
4 g(026
004,44 30
20 ?-4
005,
7 d
006, 45
20 §
007,
0 :7
008,44 40
34 ³
009,
7 ?+0
010, 45
20 ~
011,
1 §
012,44 40
33 :7
013,
20 ³
014,
3 ?+1
015,44 40
5 d
016, 45
40 §
017, 43
24 ~
018,
31 ³
019,
Personal Finance
12c platinum
ALG KEYSTROKES
fs
fCLEARÎ
127
DISPLAY
000,
001, 44 6
002, 45 4
003, 43 35
004,43,33,026
005,44 30 4
006, 33
007, 20
008, 45 7
009, 36
010,44 40 0
011, 34
012, 20
013, 45 7
014, 36
015,44 40 1
016, 33
017, 20
018, 34
019, 36