Level I CFA PM: Portfolio Risk and Return: Part I-Lecture 1

This is Reading 52 for the 2021 exam.

Elevate your CFA prep with IFT’s expert resources. Use code "IFT-YT10" to save 10% on your purchase today!

This CFA exam prep video covers:
Investment characteristics of assets
Annualized return and portfolio return

[KS-wxhg]

at 22:29 for tw, in 2nd year won't dividend also come in calculating the return?

[pavitra]

@20:58 CF 2 is 57 how? isn't she holding 2 shares at end of 2 years? shouldn't it(div) be 6 instead? (in question it says each share pays $3) and just 150 in year 3? please advise @IFT

[panachaiinthakul]

@IFT at 22.09, how do you get the return of 1.3 for the 2nd period sir? Much appreciated

[MrRasalgethi]

Sir, at 9:16, how did you calculate the IRR to be 6.62%? What is the formula used please? Thanks a lot!

[md.irtezaahamed]

could you show the calculations for IRR of -50, -57 and +156

[antonioromero]

I love how I can hear the classroom in the back xD

[andrewgordon]

@ 11:46 For the 2nd period return how are you getting 6.67% (also why aren't you including the dividend on the other share?)

[harshitarathi]

how to calculate irr ? should we first calculate npv ? @21:47

[aashikkunwar]

While calculating the time weighted rate of return you did not include reinvestment of 1 share @ Rs 22.5 on second year. The rate of return including repurchased share will be:
So weighted return of 2 year will be (15%+12.94%)/2=13.97%

[vivalavica.]

Sir if we are including the dividend in the CF1 as -3 and also CF2 doesn't it shows a double counting of the same dividend?