To calculate a beta portfolio, obtain the beta values for all stocks in the portfolio. Find the percentages that each stock represents of the whole portfolio. Multiply the percentage portfolio of each stock by its beta value.
Know MoreAccess the stock quote sites to obtain beta values for each stock in the portfolio. Fill the quote box with the stock ticker symbol, and hit the ‘get quotes’ button. Click the ‘key statistics’ listed on the left-hand column. The stock’s beta value is listed in the first box in the right column of the next page.
Calculate the percentage that each stock represents of the whole portfolio. To do this, divide the dollar values of individual stocks by the total value of the entire portfolio. For instance, if you have 100 shares of stock for a total value of $4,000 and the total portfolio is valued at $20,000, the stock represents 20% of your total portfolio.
After multiplying the portfolio’s percentage for each stock, add up all of the results. The final value is the total beta of your stock portfolio.
To calculate gross profit, subtract the cost of goods sold from the amount of total sales for the specified time period. The result is the pre-expense profit derived by the company, also known as the gross profit.
Full Answer >To calculate depreciation using the sum of the years' digits, divide the undepreciated useful life of the asset by the sum of the years' digits, and then multiply the result by the depreciable amount. If you know the useful life of the asset, the cost of the asset and its residual value after its useful life, the calculation takes about 10 minutes.
Full Answer >To calculate a levered beta, you will need to determine the stock's and market's returns, plot the stock's returns against the market's returns and calculate the slope of the regression. Beta measures the volatility of a stock's returns relative to the equity returns of the overall market, according to Macabacus. Companies use betas to estimate and compare the cost of equity to other similar businesses.
Full Answer >To obtain the perimeter of a rectangular base, add all the sides using the formula P = 2l + 2w, where P is the perimeter, l is the length, and w is the width. You need ruler or a tape measure, a pen and a piece of paper. The process takes just a few minutes.
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