Personal Finance 127
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
*
, the annual dividend, and the current market price for a
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
DISPLAY
12c platinum
ALG KEYSTROKES
DISPLAY
fs
fs
fCLEARÎ
000,
fCLEARÎ
000,
:4
001, 45 4
?6
001, 44 6
gm
002, 43 35
:4
002, 45 4
g(021
003,43,33,021
gm
003, 43 35
?-4
004,44 30 4
g(026
004,43,33,026
§
005, 20
?-4
005,44 30 4
:7
006, 45 7
d
006, 33
§
007, 20
§
007, 20
?+0
008,44 40 0
:7
008, 45 7
~
009, 34
³
009, 36
:7
010, 45 7
?+0
010,44 40 0
§
011, 20
~
011, 34
?+1
012,44 40 1
§
012, 20
d
013, 33
:7
013, 45 7
§
014, 20
³
014, 36
?+3
015,44 40 3
?+1
015,44 40 1
:5
016, 45 5
d
016, 33
gF
017, 43 40
§
017, 20
à
018, 24
~
018, 34
t
019, 31
³
019, 36
*
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.
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