FINC-UB 7 Lecture Notes - Lecture 11: Junkers J.I, Eocene
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Sector | Portfolio Weighting | (2) S&P Weighting | (3) Differences in Weighting | (4) Portfolio Return | (5) S&P Return | (6) Sector Over- or Under Performance | (7) = (3) x (6) Sector AllocationContributions |
Telecommunications Services | 3.10% | 5.90% | A. (2.80%) | 2.50% | 3.10% | K. (-0.60%) | U. (-1.68%) |
Utilities | 7.50% | 3.80% | B. 3.70% | 3.10% | 1.90% | L. 1.20% | V. 4.44% |
Information Technology | 14.30% | 17.90% | C. (-3.60%) | 4.90% | 3.20% | M. 1.70% | W. (6.12%) |
Materials | 6.30% | 3.70% | D. 2.60% | 4.80% | 5.10% | N. (-0.50%) | X. (1.30%) |
Financials | 13.40% | 17.10% | E. (-3.70%) | 6.20% | 4.80% | O. 1.40% | Y. (5.18%) |
Consumer Discretionary | 12.70% | 13.50% | F. (-0.80%) | 2.10% | 4.00% | P. (-1.90%) | Z. 1.52% |
Industrials | 14.10% | 11.90% | G. 2.20% | 4.90% | 3.10% | Q. 1.80% | AA. 3.96% |
Energy | 8.40% | 8.00% | H. 0.40% | 3.70% | 8.60% | R. (-4.90%) | BB. (-1.96%) |
Healthcare | 15.30% | 11.70% | I. 3.60% | 9.80% | 5.70% | S. 4.10% | CC. 14.76% |
Consumer Staples | 4.90% | 6.50% | J. (-1.60%) | 1.50% | 13.20% | T. (-11.70%) | DD. 18.72% |
4. Which sector made the greatest negative contributionto the portfolioâs performance? Explain why this investment madethe greatest negative contribution based on the differences inweighting and the sector over- or under- performance.
E13-5 Matching Each Ratio with Its Computational Formula LO 13-4, 13-5, 13-6, 13-7 | |||||||
Match each definition with its related ratios or percentages by selecting the appropriate letter in the drop down provided. | |||||||
Definitions: | Ratios or Percentages | Definitions | |||||
A. | Net Income (before extraordinary items) ÷ Net Sales | 1 | Profit margin | ||||
B. | Days in Year ÷ Receivable Turnover ratio | 2 | Inventory turnover ratio | ||||
C. | Net Income ÷ Average Stockholdersâ Equity | 3 | Average collection period | ||||
D. | Net Income ÷ Average Number of Shares of Common Stock Outstanding | 4 | Dividend yield ratio | ||||
E. | Return on Equity â Return on Assets | 5 | Return on equity | ||||
F. | Quick Assets ÷ Current Liabilities | 6 | Current ratio | ||||
G. | Current Assets ÷ Current Liabilities | 7 | Debt-to-equity ratio | ||||
H. | Cost of Goods Sold ÷ Average Inventory | 8 | Price/earnings ratio | ||||
I. | Net Credit Sales ÷ Average Net Receivables | 9 | Financial leverage percentage | E | |||
J. | Days in Year ÷ Inventory Turnover Ratio | 10 | Receivable turnover ratio | ||||
K. | Total Liabilities ÷ Stockholdersâ Equity | 11 | Average daysâ supply of inventory | ||||
L. | Dividends per Share ÷ Market Price per Share | 12 | Earnings per share | ||||
M. | Market Price per Share ÷ Earnings per Share | 13 | Return on assets | ||||
N. | [Net Income + Interest Expense (net of tax)] ÷ Average Total Assets | 14 | Quick ratio | ||||
O. | Cash from Operating Activities (before interest and taxes) ÷ Interest Paid | 15 | Times interest earned | ||||
P. | Net Sales Revenue ÷ Net Fixed Assets | 16 | Cash coverage ratio | ||||
Q. | (Net Income + Interest Expense + Income Tax Expense) ÷ Interest Expense | 17 | Fixed asset turnover ratio | ||||