Average initial return on portfolio of the shares


Task: Enter formulas to calculate the requirements of this problem.

Q1. What is the average underpricing of this sample of IPOs?

Average underpricing    FORMULA

Q2. What is the average initial return on my "portfolio" of shares purchased from the four IPOs I bid on? Calculate the average initial return weighting by the amount of money invested in each issue.

Investment    Initial
(Shares x price)    Return    Profit

A    FORMULA    7%    FORMULA
B    FORMULA    12%    FORMULA
C    FORMULA    -2%    FORMULA
Total    $0 $0

Average return    FORMULA

Q3. Why have I performed so poorly relative to the average initial return on the full sample of IPOs? What lessons do you draw from my experience?

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Finance Basics: Average initial return on portfolio of the shares
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