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Stock Index
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StockNumber of Stocks, JanuaryPrice January 1Number of Stocks, DecemberPrice on December 31
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A1,500,000402,250,000$50
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B10,000,0002012,500,000$20
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C3,000,000303,500,000$25
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Index at January (t=0)
1000
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A. Value Weighted
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Total Value, January
 $ 350,000,000.00
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Total Value, December
$450,000,000
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Changes in Value0.29
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New Index1285.714286
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B. Money-Weighed
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t0 Price90
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t1 Price$95
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Return0.06
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New Index1055.555556
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C. Equal-Weighed
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Stock A Return0.25
Using equal-weighted return, we first look at the return on each stock's price
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Stock B Return0.00
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Stock C Return-0.17
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Average0.02777777778
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New Index1027.777778
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D. Equal-Weighed Allocation of Funds
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Total Funds $ 10,000,000.00
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Invest at31-12-2025
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ValueProportionAllocation
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Stock A$112,500,0000.25 $ 2,500,000
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Stock B$250,000,0000.56 $ 5,555,556
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Stock C$87,500,0000.19 $ 1,944,444
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$450,000,0001.00 $ 10,000,000
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