Finance Project for finance Expert Only- Due in 20 hrs from now
Returns
| Calculating Weekly returns | |||||||||
| Share 1: Big Yellow Group (Real Estate Sector, UK) | Bond 1: PREMIER OIL PLC STG DEN 6.50% NTS 31/05/21 (UK) | ||||||||
| Date | Price (adj. closing price) | Daily return | Weekly Return | Date | Price | Daily return | Weekly Return | ||
| 11/2/18 | 906.5 | 11/2/18 | 100.8 | ||||||
| 11/5/18 | 899 | -0.0083 | 11/5/18 | 100.8 | 0 | ||||
| 11/6/18 | 899 | 0.0000 | 11/6/18 | 100.55 | -0.00248 | ||||
| 11/7/18 | 911 | 0.0133 | 11/7/18 | 101.075 | 0.00522 | ||||
| 11/8/18 | 915 | 0.0044 | 11/8/18 | 101.075 | 0 | ||||
| 11/9/18 | 930 | 0.0164 | 0.02592 | Holding Period Return | 11/9/18 | 100.85 | -0.00223 | 0.000496 | |
| if weight for share 1 is 50% , weight for bond 1 is 50% | |||||||||
| Portfolio Weekly Return: | 0.0132099574 | (lecture 7) | |||||||
| This meets the return requirement of 15% per annum | |||||||||
| (15% can be translated to weekly: | 0.0028846 | with simple interest rate | |||||||
| 0.0026913 | with weekly compounded interest rate as | ||||||||
| (you can use one of these approach) | |||||||||
| Share prices can be downloaded from Yahoo Finance, or FT (use closing price, or adjusted closing price) | |||||||||
| https://finance.yahoo.com/quote/BYG.L/profile?p=BYG.L | |||||||||
| https://markets.ft.com/data/equities/tearsheet/historical?s=BYG:LSE | |||||||||
| Bond prices can be found from Exchanges, e.g., London Stock Exchange | |||||||||
| https://www.londonstockexchange.com/exchange/prices-and-markets/retail-bonds/retail-bonds-search.html |
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