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! " ** INVESTMENT PORTFOLIO **"
: :
( "INDUSTRIAL SHARES ";1
2 : "MINING SHARES ";2
<# :"FIXED INTEREST SECURITIES";3
F :"OVERSEAS TRUSTS ";4
P) :::"List the section wanted ...";A
Z : A 200,4000,6000,8000
! ::"INDUSTRIAL SHARE LIST":
:"AMCOR LIMITED ";1
"B.H.P.COMPANY LIMITED";2
"COLES MYER LIMITED";3
' "NATIONAL AUSTRALIA BANK LIMITED";4
,) :::"List the Company wanted....";N
6 : N 500,1000,1500,2000
:"AMCOR LIMITED"
1 :"1000 shares:cert#111111:8.2.83:cost $5000"
X :"TOTAL HOLDING 1000 SHARES COST $5000"
b# :"Press [ 1 ] to continue ";Z
l Z 200
3 :"THE BROKEN HILL PROPRIETARY COMPANY LIMITED"
2 :"300 shares:cert#A123456:22.9.86 cost $3000"
+ "60 shares:cert#B123457:22.5.87 bonus "
+ :"TOTAL HOLDING 360 SHARES COST $3000"
INVESTOLDING 360 SHARES COST $3000 30000y#w+
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2& "DATE","INDEX OF GAIN": [A80 2]:
7 "INDEX BASE IS 100"
d "I",6,"GROWPORT"
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This is an attempt to place an investment programme before you.There are basically two types of investment.
1 Fixed Interest Investment
2 Stock Market Investment
Of these types of investment,stock market investment is the more complicated,and the concepts developed here can be simplified down for fixed interest investment.Before you decide on an investment it is as well to look them over.The two programmes are FIXEDINT and SHANALYS.
FIXEDINT examines fixed interest and offers an evaluation of the investment.
SHANALYS examines shares and offers some mathematical calculations regarding them,and their taxation benefits
INVEST sets up an investment portfolio to record your investments.with 2 companies listed in it.
DAYPRICE gives you the daily price of a nominal portfolio of the following shares:1000 Amcor at a cost of $5000 :300 B.H.P.at a cost of $3000:500 Coles Myer at a cost of$2500:and 1000 National Bank at a cost of $5000.
GROWPORT establishes a file of the same name and records the daily valuation of your shares and the profit (or loss) associated with them and can be viewed through the transfer option.
INDEX constructs your own share index by operating on the file GROWPORT.note the base is 100;you can soon adapt it to 1000
ENTERDIV is a file where you can enter Dividends and Franked Tax under the "Dividend Imputation Legislation" for the 1987/8 taxation year
DIVPRINT prints out your dividends for the Taxation Return
ENTERINT enters interest in a file and PRINTINT prints it out.
NOTE All files are looped.Most cheques should arrive at yhe end of quarters.
INVESTMENT PROGRAM DOCUMENTATION
Thi i a attemp t plac a investmen progra befor you
Ther ar basicall tw type o investment.
Fixe Interes Investment, and
Stoc Marke Investment
O thes type o investment stoc marke investmen i th
mor complicated an th concept develope her ca b
simplifie dow fo fixe interes investment Befor yo decid
o a investmen i i a wel t loo the over Th tw
program ar FIXEDIN an SHANALYS.
FIXEDIN examine fixe interes an offer a evaluatio o th
investment.
SHANALYӠ examine share an offer som堠 mathematica
calculation regardin them an thei taxatio benefits
INVESԠ set u a investmen portfoli t recor䠠 you
investment wit companie liste i it.
DAYPRIC give yo th dail pric o nomina portfoli o th
followin shares:
100 Amco a cos o $500
30 B.H.P a cos o $3000
50 Cole Mye a cos of $2500 an
100 Nationa Ban a cos o $5000.
GROWPORԠ establishe fil o th sam nam an record th
dail valuatio o you share an th profi (o loss
associate wit the an ca b viewe throug th transfe
(icon 7) option or TYPEd.
INDEؠ construct you ow shar inde b operatin o th fil
GROWPORT
NOTE Th bas i 100 yo ca soo adap i t 1000
ENTERDI i fil wher yo ca ente Dividend an Franke Ta
unde th "Dividen Imputatio Legislation fo th 1987/
taxatio yea.
DIVPRIN print ou you dividend fo th Taxatio Return.
ENTERIN enter interes i fil an PRINTIN print i out.
NOTE Al file ar looped Mos cheque shoul arriv a th
en o quarters.
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"ANALYSIS OF SHARES"::
: "Caution":
(F :"This programme is not suitable for use on mining or oil shares"
2B "Industrial shares may be also affected by outside conditions"
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d2 ::"FIXED INTEREST : A MEASUREMENT PROGRAMME"
i
n! :Colour Disk Basic .Ver 6.26e
% :Medicare can be adjusted in the
2 :equation HQ=G0*(D0+1)/100 where the 1 is the
: Medicare rate in cents.
8 :"This programme offers a measurement tool against"
4 "which Fixed Interest Investment can be guaged."
5 "The Consumer Price Index Percentage Change Dec."
6 "Quarter 1986 [Melbourne] was +2.8% and should be"
7 "adjusted as new figures are released.This figure"
6 "is taken as an approximate measure of inflation"
' "Medicare of 1% has been included"
,:::"Press any key to continue.....";$
$="" 210 220
( : ::"COMPANY OR BANK NAME...";A0$
# ::"AMOUNT INVESTED .....$";B0
* ::"INTEREST RATE PERCENTAGE ....";C0
1 ::"MARGINAL TAX RATE [ cents in dollar]";D0
& ::"C.P.I.QUARTERLY INDEX ..";F0
+ G0=B0*C0/100: establish annual interest
' H0=G0*(D0+1)/100: tax plus medicare
"7 B3=B0*(F0*4)/100: inflationary wastage on principal
'8 C1=G0(H0+B3): how much is left after meeting costs
, ::: A0$:
60 :"Your annual interest return will be $";G0
@: :"You will pay $";H0;" tax/medicare on this interest"
J<:"You will need to reinvest $";B3;" to cover inflation "
O C1<1 400: 340
T :"SURPLUS FUNDS AVAILABLE FOR USE..$";C1
^ 450
B ::"YOU ARE RECEIVING A NEGATIVE RETURN ON THIS INVESTMENT":
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"CURRENT SHARE PRICES"
::"AMCOR LTD";A0
( "B.H.P.LTD";B0
2 "COLES MYER LTD";C0
<$ "NATIONAL AUSTRALIA BANK LTD";D0
F, Y0 = 1000*A0+300*B0+500*C0+500*C0+1000*D0
P
Z% "TOTAL PORTFOLIO COST IS $15500"
d( "PRESENT PORTFOLIO VALUATION IS";Y0
P"B`DAYPRICEORTFOLIO V
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"TAXATION YEAR ?"
P4 "FULL NAME TAX FILE NUMBER"
Q
Z "FIXED INTEREST "
[ : 16
\ "DATE","COMPANY","INTEREST"
n "i",6,"fix.int "
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"DIVIDENDS":
N "DATE"(10);"COMPANY"; (27);"CHEQUE"; (40);"TAX PAID"; (53);"DIVIDEND"
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"FIXED INTEREST": :
" "ENTER THE DATE "; A0$ : :
! "ENTER THE COMPANY NAME";B0$
( :
2 "ENTER ANY INTEREST";A1
< :
Z 2000
d 15
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d "DIVIDENDS"
n ::"ENTER THE DATE";A0$
x : :"ENTER THE COMPANY";A1$
::"ENTER THE CHEQUE"A2
# :: "ENTER THE FRANKED TAX";A3
& :: "ENTER THE TOTAL DIVIDEND";A4
A2+A3=A4 150
# A2+A3<>A4 "ERROR IN ENTRY "
( :"PRESS ANY KEY TO RESTART LISTING"
D0$=$: D0$="" 145
90
3000
90
"A",6,"DIVIDEND"
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