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