a) You had an all-equity portfolio worth $300,000 as on January 1, 2019. As per your investment policy, you would rebalance

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sell it off and replace it with Stock B, wch was worth $20,000. Your portfolio earned an aggregate dividend of $15,000 during the year and on December 31, 2019, your portfolio was worth $315,000. What was the HPR of your portfolio for the year 2019?

a) You had an all-equity portfolio worth $300,000 as on January 1, 2019. As per your investment policy, you would rebalance your portfolio every six months if the value of any given stock in the portfolio exceeded $20,000. On June 30, 2019, you noted that Stock A, wch was a part of your portfolio since January 1, 2019, had a market value of $25,000. Since ts exceeded the $20,000 limit, you decided to sell it off and replace it with Stock B, wch was worth $20,000. Your portfolio earned an aggregate dividend of $15,000 during the year and on December 31, 2019, your portfolio was worth $315,000. What was the HPR of your portfolio for the year 2019?

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