Written Assignmemt 4.docx - Unit 4: Investor Yields:...

Unit 4: Investor Yields: Equities and fixed income (with tax shield)
Department of Business Administration, University of People
BUS 5111: Financial Management
Dr Stacy Strebel
May 04, 2021
1

Introduction
It says about a tax expert or advisor that it is “ a financial expert with advanced training and
knowledge of tax accounting and tax law” (Kagan, 2020, para 1). And a financial advisor can be
defined as someone who “provides financial advice or guidance to customers for compensation”
(Kagan, 2021, para 1). This task will be based on the Weighted Average Yield, the paper will also
highlight the difference between a yield based on cost and yield based on current market value
all that by performing some computation/ calculations to support the approach and clarify the
problem.
Findings:
By using the division to determine by the respective market values of the shares and the total
market value it is then that we will have as result the weighted average. Before providing the
result for the Weighted Average, the calculations for the current market value and the current
yield will be performed which at the end will be helpful to compute the Weighted Average. All