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2024-01-04 09:38為什么期初和期末的金額可以直接做差得回報額？不考慮貨幣時間價值嗎
所屬：CFA Level I > Equity 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個回答
愛吃草莓的葡萄助教
2024-01-05 10:22
該回答已被題主采納
題目信息：
“Jason Williams purchased 500 shares of a company at $32 per share. The stock was bought on 75 percent margin. One month later, Williams had to pay interest on the amount borrowed at a rate of 2 percent per month. At that time, Williams received a dividend of $0.50 per share. Immediately after that he sold the shares at $28 per share. He paid commissions of $10 on the purchase and $10 on the sale of the stock. What was the rate of return on this investment for the one-month period?
A.–12.5 percent.
B.–15.4 percent.
C.–50.1 percent.”
問題回復(fù)：
在金融領(lǐng)域，計算投資的回報率時，通常使用簡單收益率，即期初和期末金額的差額除以期初金額。這種方法忽略了貨幣的時間價值，即未來的錢不如現(xiàn)在的錢值錢。這是因為簡單收益率是一種直觀的衡量投資表現(xiàn)的方法，它不需要復(fù)雜的計算，也容易被理解。
然而，如果你想要更準(zhǔn)確地衡量投資的回報率，你需要考慮貨幣的時間價值。在這種情況下，你可以使用內(nèi)部收益率（Internal Rate of Return, IRR）或者凈現(xiàn)值（Net Present Value, NPV）等方法。這些方法會考慮到貨幣的時間價值，以及投資的風(fēng)險等因素。
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