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  • Investment Analysis & Portfolio Management

Investment Analysis & Portfolio Management

1-3 Journal: Time Value of Money and Risk and Return August 25, 2022 Ashley Thompson Calculate the rates of return for each of the securities listed: Return on equity (ROE) is a rate of fiscal operation determined by dividing net income by shareholders' equity. The shareholders' equity is equivalent to a business's benefits excluding its debt, ROE is deemed the return on net assets. ROE is thought a gauge of a company's productivity and how effective it is in producing revenues. The greater the ROE, the more effective a business's organization is at producing revenue and development from its equity financing. (Fernando, 2022). The largest Return on Equity was Apple and the lowest was Consolidated Edison Apple, Inc. Equity: share holder equity for 2021 was $71.93 Net Income: for 2021 was $100.56B Return on Equity: 149.81% Caterpillar (CAT) Equity: Share holder equity for 2021 was $16.52B Net Income: For 2021 was $6.49B Return on Equity: For 2021 was 38.91% Consolidated Edison (ED) Equity: Share holder equity for 2021 was $20.34B Net Income: For 2021 was $1.35B Return on Equity: For 2021 was 6.73% Northern Trust (NTRS) Equity: Share holder equity for 2021 was $12.02B Net Income: For 2021 was $1.49B Return of Equity: for 2021 was 12.63% Macy's (M) Equity: Share holder equity for 2021 was $3.01B Net Income: For 2021 was $0.85B Return of Equity: For 2021 was $29.73% Explain the risk/return relationship for each security Risk and the required rate of return are completely associated by the straightforward point that as risk rises, the required rate of return improves. When risk reduces, the required rate of return reduces. (Saari, 2017). A shareholder wants to identify his specific risk acceptance when creating a selection. Robust gains on equity can persuade prospective shareholders to pursue out a business for venture capital. The return on equity can demonstrate the productivity of a business, shareholders should also see if the business's return on equity is reliable or if there is instability. References: