- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Case Study #3
Data:
Your investment in MSAM stock was so successful that you decided to hold it for five more years. Remember, you purchased 100 shares for $40 per share. Unfortunately, the price of MSAM stock has not risen; it is back to where it was when you purchased it. The good news is that you earned $1 per share for five years.
Calculations:
What was your annualized total rate of return?
Application:
Compared to a bank account earning 2.25 percent over this same period, how did your stock do?
