Answer:
4.797% of total return
Step-by-step explanation:
In this case, first, let's gather the data:
Beggining of the year:
200 + 236,000 + 163,000 = 399,200$
End of the year:
200 + 250,000 + 159,000 = 409,200$
This means that between the beggining and the end of the year, Mr Smith only had a gain of 10,000$.
To get the final return, we need to add this gain to the dividens and interest which is:
10,000 + 5,000 + 4,150 = 19,150$
So, the total return would be the percentage between this gaining and the innitial amount:
% = 19,150 / 399,200 * 100
% = 4.797%
And this is the total return.
