Building a Portfolio — Quiz Answers

Shayaan owns 50 shares of Stock A, bought at $⁢70 per share, and 90 shares of Stock B, bought at $⁢60 per share. Stock A has appreciated to $⁢75 per share, while Stock B has depreciated to $⁢55 per share. What are the initial and current values of Shayaan's portfolio?

Milena's portfolio: Start date: January 1, 2023 Fixed investment: $⁢8,000 in a savings account with a fixed annual interest rate of 3% over one year Variable investment: 100 shares of Stock A, purchased at $⁢50 per share, now valued at $⁢55 per share after one year On January 1, 2024, what is the current value of Milena's portfolio?

Lea invests $⁢20,000 in a mutual fund and purchases 30 shares of a stock priced at $⁢150 per share. The brokerage charges a 2% fee on the mutual fund and a 1% fee on the stocks. How much in total fees does Lea need to pay?

Tzivia is purchasing stocks and bonds. She buys 100 shares of a stock priced at $⁢50 per share and $⁢5,000 worth of bonds. The brokerage charges a 3% fee on the total stock value and a 2% fee on the bonds. What is the total transaction fee Tzivia will incur?

Blake decides to invest in stocks and bonds. He buys 60 shares of a stock priced at $⁢90 per share and $⁢7,000 worth of bonds. The brokerage charges a 2% commission fee on the stock purchase and a 2% fee on the bond purchase. What is the total fee Blake must pay?

Blake decides to invest in stocks and bonds. He buys 60 shares of a stock priced at $⁢90 per share and $⁢7,000 worth of bonds. The brokerage charges a 2% commission fee on the stock purchase and a 2% fee on the bond purchase. What is the total fee Blake must pay?

Tzivia is purchasing stocks and bonds. She buys 100 shares of a stock priced at $⁢50 per share and $⁢5,000 worth of bonds. The brokerage charges a 3% fee on the total stock value and a 2% fee on the bonds. What is the total transaction fee Tzivia will incur?

Dominique buys 75 shares of a stock at $⁢120 each and makes 6 trades. The transaction fee is $⁢20 per trade. What is the total amount Dominique pays in transaction fees?

Kinsley purchases 60 shares of a stock priced at $⁢80 per share. She makes 3 trades, and the transaction fee is $⁢15 per trade. What is the total transaction fee Kinsley will pay?

Lea invests $⁢20,000 in a mutual fund and purchases 30 shares of a stock priced at $⁢150 per share. The brokerage charges a 2% fee on the mutual fund and a 1% fee on the stocks. How much in total fees does Lea need to pay?