Principle of Finance Analysis 2022

Running head: PRINCIPLE OF FINANCE
Principle of Finance
Name of the Student:
Name of the University:
Authors Note:

PRINCIPLE OF FINANCE
1
Table of Contents
I. School versus Work:...............................................................................................................2
A. Providing appropriate data and calculations that would be used for making the decision:. .2
B. Identifying the advantages and disadvantages of selling a combination of stocks and
bonds:.........................................................................................................................................3
C. Depicting the choice and the financial reasoning behind this choice:...................................3
D. Identifying the financial reasoning behind this choosing to work:.......................................4
II. Bonus versus Stock:..............................................................................................................4
A. Identifying the best choice for the investors:........................................................................4
B. Identifying the advantages and disadvantages of each option:.............................................5
C. Identifying the ultimate choice and financial reasoning behind this choice:........................5
III. Compliance:.........................................................................................................................5
A. Identifying how the information influences you as a potential employee and as a potential
shareholder:................................................................................................................................5
B. Identifying the federal and shareholder requirements that would be familiar with in order
to ensure completely compliance:..............................................................................................6
References:.................................................................................................................................7

PRINCIPLE OF FINANCE
2
I. School versus Work:
A. Providing appropriate data and calculations that would be used for making the
decision:
Number of
shares 1000
Date Share Price Amount
16-08-2019 $206.50 $206,500.00
18-08-2014 $99.16 $99,160.00
Return in 5 years 108.25% $107,340.00
Particulars Value
Number of Bonds 100
Coupon 3.25%
Face value $100,000.00
Time 5
Total payments in 5 years’
time $116,250.00
Particulars Value
Current Value of shares $206,500.00
Current Value of bonds $116,250.00
Total Portfolio Value $322,750.00
School fees $100,000.00
Remaining value of the
portfolio
$222,750.00
The information provided in the above table directly helps in identifying the overall
portfolio value after paying for the school fees of $100,000. This information is relatively
based on the overall calculation of the portfolio that was built by combining both stocks and
bonds of Apple the analysis has directly indicated that the overall share value of Apple stock
is relatively at the levels of $206,250 as of 16 August 2019 (Finance.yahoo.com, 2019). The