FINANCIAL ACCOUNTING
10th Edition
ISBN: 9781259964947
Author: Libby
Publisher: MCG
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Transcribed Image Text:The Solace Fund
Burrfoot Enterprises
Majere Brothers Incorporated
Uth Matar Limited
Lance Medical Supplies
Burrfoot Enterprises
Majere Holdings
Uth Matar Limited
Lance Medical Supplies
Total Fund Performance
Holding Period Return
58.33%
22.61%
-6.95%
5.75%
=B5*C5
Required:
Using the information in the tables above, please calculate the contribution each stock makes to the portfolio
performance. Then calculate overall portfolio performance.
(Use cells A3 to C6 from the given information to complete this question.)
The Solace Fund
Contribution to Portfolio Return
8.75%
6.78%
-1.39%
Portfolio Weight
2.01%
15%
30%
20%
35%
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