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    Karishma Mendiratta $ 927.00 Tarunpreet Dhillon: Calculation 1 Group Members

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    Karishma Mendiratta $ 927.00 Tarunpreet Dhillon: Calculation 1 Group Members

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    15 views6 pages

    Karishma Mendiratta $ 927.00 Tarunpreet Dhillon: Calculation 1 Group Members

    Uploaded by

    rynadhillon

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
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    Calculation 1 Group Members: Karishma Mendiratta

    $ 927.00 Tarunpreet Dhillon

    Calculation 2
    $ -10,939.19

    Calcuation 3
    5%

    Calculation 4
    6%

    Calculation 5
    $875,248.04
    Plans $2500/yr for 25 yrs at 6% $60/week for 25 yrs at 6%
    Deposit $2,500 $60
    Rate 6% 6%
    Years 25 25
    Frequency Yearly Weekly
    Lumpsum 0 0
    NPER 25 1300
    FV $145,390.96 $181,055.07
    Total deposit $62,500.00 $78,000.00
    Iterest Earned $82,890.96 $103,055.07
    $450/mo for 25 yrs at 6% $450/mo for 20yrs at 6% $10000/yr for 25 yrs at 5%
    $450 $450 $10,000
    6% 6% 5%
    25 20 25
    Monthly Monthly Yearly
    0 0 0
    300 240 25
    $313,406.52 $208,957.99 $501,134.54
    $135,000.00 $108,000.00 $250,000.00
    $178,406.52 $100,957.99 $251,134.54
    $10000 lump sum + $450/mo for 20 yrs at 6%
    $450
    6%
    20
    Lumpsum+ monthly
    -9,950
    240
    $241,894.53
    $108,000.00
    $133,894.53
    Jan 1 Dec 31 Jan 1 Jan 1
    Year Share Price Dividend Jan 1 Cash Purchase Units Total Shares
    2011 $ 129.15 $ 0.65100 10000 $ 77.43 77.43
    2012 $ 107.66 $ 0.74975 $ 50.41 $ 0.47 $ 77.90
    2013 $ 131.77 $ 0.83625 $ 58.40 $ 0.44 $ 78.34
    2014 $ 150.46 $ 0.94575 $ 65.51 $ 0.44 $ 78.78
    2015 $ 177.91 $ 1.11300 $ 74.50 $ 0.42 $ 79.20
    2016 $ 200.87 $ 0.99875 $ 88.14 $ 0.44 $ 79.63
    2017 $ 194.62 $ 1.07650 $ 79.53 $ 0.41 $ 80.04
    2018 $ 228.93 $ 1.30725 $ 86.17 $ 0.38 $ 80.42
    2019 $ 264.15 $ 1.60750 $ 105.13 $ 0.40 $ 80.82
    2020 $ 271.55 $ 1.47700 $ 129.91 $ 0.48 $ 81.30
    2021 $ 351.52 $ 1.43175 $ 120.07 $ 0.34 $ 81.64

    Total value at end of 2020


    $ 28,697.21

    Rate of return
    11%
    Dec 31
    Dividend Dec 31 Dec 31
    Paid Share Value Total Value
    $ 50.41 $ 8,336.11 $ 8,386.52
    $ 58.40 $ 10,264.65 $ 10,323.05
    $ 65.51 $ 11,787.25 $ 11,852.77
    $ 74.50 $ 14,015.19 $ 14,089.69
    $ 88.14 $ 15,908.02 $ 15,996.17
    $ 79.53 $ 15,498.45 $ 15,577.99
    $ 86.17 $ 18,324.27 $ 18,410.43
    $ 105.13 $ 21,242.81 $ 21,347.94
    $ 129.91 $ 21,945.99 $ 22,075.90
    $ 120.07 $ 28,577.13 $ 28,697.21
    $ 116.88 $ - $ 116.88

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