Calculations

Question 1

Key strokes to calculate standard deviation on calculator

Answer 1

Sigma + and the 8key

Question 2

Time Weighted Return Key Strokes

Answer 2

CFj (initial purchase)
CFj (dividend/cash flow only — of initial purchase only)
CFj (sell price plus dividend)
IRR

Do not include additional purchases of stocks — that’s with dollar weighted only.

MF uses time weighted return

Question 3

Margin Call

Answer 3

Two variations of the same

Margin Call = Loan ÷ (1 – Maintenance Margin)

Margin Call = Initial Purchase Price x [(1 – Initial Margin) ÷ (1 – Maintenance Margin)]

Question 4

Weighted average calculation

Answer 4

#
Input 
#weight
Sigma +
Shift 6

Question 5

Short cut for self employment calculation for 25%

Answer 5

Net self employment income x 18.6%