Portfolio | Summary

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Portfolio: (Example portfolio)

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C-

Current Grade

Summary

Market Value : $ 1,029,959.65
Average Coupon : 5.500%
Average YTW : 5.491%
Average Maturity : 19.166
Average Duration : 126.3
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% (10.300% difference)
Average Maturity : 16.191 (-2.975 difference)
Average Duration : 0.0 (-126.3 difference)
Number of Holdings : 22
Average Bond Price : $100,000.00
Average Marketing Rating :