Problem

Analyzing and Interpreting the Economic Return from Investing RatioKukenberger. Inc.. repo...

Analyzing and Interpreting the Economic Return from Investing Ratio

Kukenberger. Inc.. reported the following in its portfolio of securities available for sale:

 

Dividends

Ending Fair Value of

Year

Received

Investment Portfolio

2010

$24,550

$8,36,451

2011

23,906

759,999

2012

24,399

806,345

2013

25,538

845,160

Required:

1. Determine the economic return from investing ratio for the years 2011, 2012, and 2013.

2.  What do your results suggest about Kukenberger’s investment portfolio?

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