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Karishma Mendiratta $ 927.00 Tarunpreet Dhillon: Calculation 1 Group Members

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26 views6 pages

Karishma Mendiratta $ 927.00 Tarunpreet Dhillon: Calculation 1 Group Members

Uploaded by

rynadhillon
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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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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