Portfolio | Summary

Portfolio: (Example portfolio)

New

C-

Current Grade

Summary

Market Value : $ 1,068,646.50
Average Coupon : 5.500%
Average YTW : 5.239%
Average Maturity : 19.861
Average Duration : 93.2
Number of Holdings : 10
Average Bond Price : $100,000.00
Average Marketing Rating :

What If Analysis Summary ( )

Market Value : $ 1,862,644.01
Average Coupon : 5.700% (0.200% difference)
Average YTW : 15.791% (10.552% difference)
Average Maturity : 16.191 (-3.670 difference)
Average Duration : 0.0 (-93.2 difference)
Number of Holdings : 22
Average Bond Price : $100,000.00
Average Marketing Rating :