FRM: TI BA II+ to compute bond yield (YTM)

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  • Опубліковано 16 січ 2025

КОМЕНТАРІ • 124

  • @cozyOST
    @cozyOST Рік тому +19

    10 years later this video is still amazing. Fantastic teacher!

    • @kgregorius8550
      @kgregorius8550 Рік тому

      Kind of shows you that things in finance and accounting world does not change much at all with how it works.

    • @maxyule2655
      @maxyule2655 Рік тому +1

      @@kgregorius8550or at least the schooling part of it

  • @fakename2699
    @fakename2699 8 років тому +108

    I paid over 100 dollars for a Pearson textbook that didn't teach me as well as this video for free. Pearson is an evil company. Keep up the 'good work'.

    • @bionicturtle
      @bionicturtle  8 років тому +7

      We are happy to hear that our video was helpful! Thank you for watching!

    • @sdlock83
      @sdlock83 5 років тому +9

      Same here, except for us, the evil is called McGraw-Hill and their online courseware CONNECT.

    • @davidp18
      @davidp18 5 років тому +8

      What is the Present Value of your Pearson textbook??

    • @boxa87
      @boxa87 2 роки тому +1

      @@davidp18 goodwill

    • @typicalgamer5560
      @typicalgamer5560 11 місяців тому

      @@davidp18 negative :) ( somehow...)

  • @shalinisharma3969
    @shalinisharma3969 5 років тому +19

    Thanks a ton , David! Your videos are really really helpful.
    I forgot to use negative sign for PV and as a result I kept getting the Error 5. And finally I'm feeling relieved.
    Also, I am feeling grateful for those who ask such questions , nd makes it easy for us. Thanks a lot.

    • @bionicturtle
      @bionicturtle  5 років тому

      Thank you for watching! We are happy to hear that our video was so helpful :)

  • @candacemacpherson6439
    @candacemacpherson6439 6 років тому +4

    I had been another video that used P/Y and C/Y. These ended up causing issues with my results, so I re-set them to 1 again. So glad I tuned in - this is very helpful.

  • @Wolvofficial
    @Wolvofficial 9 років тому +38

    Thank you ! My college degree depends on this video haha

  • @montgotoygarage2020
    @montgotoygarage2020 4 роки тому +1

    Great work! Too late to find such wonderful video after surviving my MBA 2 years ago. My financial professors didn't teach as clear or understandable as in this video.

  • @franceswalker2627
    @franceswalker2627 7 років тому +8

    Wow, I'm glad I turned to this video. I kept getting "Error 5" and now I figured it out. Thank you!

    • @bionicturtle
      @bionicturtle  7 років тому

      You're welcome! I'm happy to hear that our video was so helpful!

    • @wongmartin3399
      @wongmartin3399 6 років тому +1

      U forget put negative sign for PV?

  • @SergioInzunza
    @SergioInzunza 5 років тому +2

    I had forgotten how to calculate cost of equity using the BA 2 calculator, thank you!

  • @afbarnes
    @afbarnes 7 років тому +4

    You should teach the use of the P/Y and the xP/Y keys. This will make life easier.

  • @bionicturtle
    @bionicturtle  12 років тому

    Thanks! Right, well the practical impacts and nuances of negative yield don't really enter here: this is "merely" an internally consistent TVM (math) calculation that returns a nominal IRR. We could use =-PV(YTM = 0, n = 10, PMT = 2, FV = 100) = $120.00 to infer a $120.00 breakeven such that a price above $120 for a $100 face, 4% coupon, 5 year bond will produce a negative YTM

  • @yashspoken6042
    @yashspoken6042 6 років тому +1

    thank you very much indeed for making this helpful video. what helped me is to enter negative pv and pmt.

  • @nermin79
    @nermin79 7 років тому +6

    I type everything exactly the same as on video, but my result is 35,2 :(
    Something must be wrong with the setup I guess. How can I solve that?!

  • @alisakg
    @alisakg 10 років тому

    Thank you so much for this video! I passed a second year uni paper in New Zealand thanks to you ;) got B+ which I was stoked with :)

  • @모아이석상-e1j
    @모아이석상-e1j Рік тому

    Thank you so much. Im just stared how to use ba 2 plus. This video is very easy to understand it.

  • @oliviahuang1344
    @oliviahuang1344 8 років тому

    Thank you so so so much! I feel way more confident about my finance final exam tomorrow now!

    • @bionicturtle
      @bionicturtle  8 років тому

      +Olivia Huang You're welcome! We are happy to hear that our video was so helpful, and we hope you did well on your exam :)

  • @CuthbertFam
    @CuthbertFam 7 років тому +2

    This was so easy to follow! Thank you

    • @bionicturtle
      @bionicturtle  7 років тому

      You're welcome! Thank you for watching! We are happy to hear that our video was so helpful :)

  • @lila3399
    @lila3399 7 років тому

    Thank you for this video!! Very easy to understand!!! You're a lifesaver!!

    • @bionicturtle
      @bionicturtle  7 років тому

      You're welcome! Thank you for watching! :)

  • @horacioramirez6587
    @horacioramirez6587 Рік тому

    Definitively what I needed, txs!

  • @kevolutionpb
    @kevolutionpb 8 років тому +1

    I keep getting the value 35.21667 for I/Y when I used the same inputs. Please advise what I'm doing wrong. I recalled all the inputs and they match what you said to put in the video.

    • @kevolutionpb
      @kevolutionpb 8 років тому +1

      Nvm! I got it. I had P/Y set to 12. I set it back to 1.

    • @debapriyamuduli5811
      @debapriyamuduli5811 6 років тому

      Even i am getting 35.21 for I/Y. So just want to know how to set P/Y to 1?

  • @pphong
    @pphong 8 років тому +4

    Hi, what kind of app do you guys use to screencast the calculator?

  • @csbosox
    @csbosox 5 років тому +1

    This is a great video. Quite helpful.

    • @bionicturtle
      @bionicturtle  5 років тому

      We are happy to hear our video was so helpful! Thank you for watching :)

  • @liamj5091
    @liamj5091 6 місяців тому

    Thank you so much I didn't realize you had to hit cpt then hit the one you want to solve for😅

  • @Aasifkhan-km8ry
    @Aasifkhan-km8ry 4 роки тому

    Thanks Dave for explaining it !!!

  • @MojiAttack
    @MojiAttack 6 років тому +2

    If the semi-annual coupon rate is 4%, why do we still need to divide by 2?

    • @bionicturtle
      @bionicturtle  6 років тому +3

      Superficially it's about syntax. My view is that rates by default should be given in PER ANNUM terms, to avoid long run confusion; e.g., semi-annual coupon rate of 4.0% means "the coupon rate is 4.0% per annum and pays semi-annually" which implies, of course, 2.0% every six months. We've been teaching finance for over a decade and I really believe it's less confusing in the long run if interest rates are expressed in their per annum terms. (e.g., notable authors like Hull do this. When this convention is maintained, we know that a given 3.0% interest rate, for example, is per annum). Alternatively, if the problem wants to be goofy, it can do that but it should be specific eg "The bond pays a 2.0% coupon every six months." Substantively, we divide by 2 to get the PER-PERIOD coupon rate; the most important thing in the calculation solution is to be consistent about the per-period assumptions. Dividing the coupon rate by 2 is consistent with multiplying the term of 5 years by 2, because we are ultimately just solving for the per period yield where, in this case, the number of periods is 5*2 = 10 period, and each period happens to be six months (but the calculator doesn't care about the six months, it is solving based on 10 periods because the yield is compounded twice per year).. Thanks!

    • @MojiAttack
      @MojiAttack 6 років тому +1

      Bionic Turtle ah that makes sense, thanks! Great video as always!

  • @cherrylaw8296
    @cherrylaw8296 5 років тому +1

    Super useful video! Thank you !!

    • @bionicturtle
      @bionicturtle  5 років тому

      You're welcome! Thank you for watching!

  • @cherylwu3588
    @cherylwu3588 6 років тому +1

    Thank you for sharing the method!
    I'm confused on a question. A 2-year Treasury bond with principal $100, price $98.39, coupon rate 6% per annum and paid semiannually.
    The result given by the calculator is 3.4377. So, the yield to maturity per annum should be 6.8754%. But if I calculate this way: 3*e^(-y*0.5)+3*e^(-y*1)+3*e^(-y*1.5)+103*e^(-y*2)=98.39, the answer came out as 6.5798%. Why there is the slight difference?
    Can somebody help me answer it? Thank you!

  • @riki_saints6502
    @riki_saints6502 5 років тому

    Thank you for this. It was very well explained.

  • @carlellis9647
    @carlellis9647 4 роки тому +1

    He should really be teach users how to use the 2nd P/Y and C/Y features on the calculator to match the number of coupons per year or compounding per year. If you do that then you don't have worry about multiplying at the end to get the correct answer.

  • @ttochoosetolive
    @ttochoosetolive 8 років тому +1

    A 7 year $10,500 bond paying a coupon rate of
    5.50% compounded semi-annually was purchased
    at 98.30. Calculate the yield at the time of purchase of the bond.
    THe answer given to me on my assignment was 5.80...im so confused.

  • @chamcoral8590
    @chamcoral8590 2 роки тому

    We put rate *2 to find semi anual ytm. But if we want the anual Ytm what i'll do ??

  • @NancyinRedHeels
    @NancyinRedHeels 4 роки тому

    Why no setting in P/Y=2??
    The excel table already provide that ur YTM is represented in semiannual, not the standard annual and it can be confusing for students with optional answers

  • @BrutusFanboy12345
    @BrutusFanboy12345 2 роки тому

    I don't understand why you adjust N for the compounding period and then also adjust the p/y to tell it how many times it compounds per year.

  • @bendirval3612
    @bendirval3612 6 років тому +1

    You are taking semi-annual YTM and multiplying by 2 to get annual YTM. Is that not wrong? Instead Annual YTM = (1 + Semiannual YTM)^2 -1 so that YTM= 5.96%. Is there some silly convention I'm overlooking?

    • @bionicturtle
      @bionicturtle  6 років тому

      It's not silly, it's a well-established convention, it is called the bond-equivalent basis (see Fabozzi or many others). Bond-equivalent basis refers to "5.87% per annum with semi-annual compounding.," in this case. That is, the 5.87% is not the effective interest rate, it is the STATED (aka, NOMINAL) interest rate and by itself makes no assumption about the compound frequency. We always want to express interest rates in PER ANNUM terms but a stated, per annum rate by itself is not enough information to convey the exact rate b/c we won't know the compound frequency. "Bond equivalent basis" refers to s.a. compound frequency (k = 2 periods per year) because it is the most common as most bonds pay a semi-annual coupon. Thanks,

    • @bendirval3612
      @bendirval3612 6 років тому +1

      Nice clarification. Thanks.

  • @kawaiikitsune808
    @kawaiikitsune808 9 років тому

    Bionic Turtle-- I entered everything in on my calculator exactly as you did but my calculator gave me the correct answer without having to multiply by 2 at the end to get 5.87. Why is that? Is my calculator on a different setting or something?If you had not already told the answer, I would have ended up multiplying 5.87 x 2 to get 11.74

  • @emqz8694
    @emqz8694 4 роки тому

    Thanks for the help! Sux that I’ll forget it by next week.

  • @BrunoFalconi
    @BrunoFalconi 10 років тому +1

    Excellent video. Thanks!

    • @bionicturtle
      @bionicturtle  10 років тому

      Bruno Falconi You're welcome! Glad you liked it!

  • @augustusg857
    @augustusg857 2 роки тому

    What is $D$15 on the dcf?

  • @owenwilliams8576
    @owenwilliams8576 2 роки тому

    Thank you sir 🙏🏾🙏🏾🙏🏾🙏🏾

  • @lungelonzama8255
    @lungelonzama8255 3 роки тому

    a company has 5000 of 5% coupon bond which are trading at 95% of par value and have one year to maturity what is the cost of debt

  • @zhuoqinghan6272
    @zhuoqinghan6272 5 років тому

    Why I get 35.22 by doing as same as the steps in the video?

  • @shakaama
    @shakaama 11 років тому

    uggg I have a long way to go. I completely misinterpreted the question and what it was asking for. I glossed over "coupon" and "yield to maturity". I'm so used to sovling for FV that I was plugging everything away in my calc and when you skipped i/y I was like errrr, I read the question wrong.
    but, I have time to get all of this right. I can do this. I am the cfa, be the cfa, let the cfa flow through you. hummmmm

  • @文钰涵
    @文钰涵 2 роки тому

    Well, firstly thanks for your video, it really helps me! But I still have a problem, I do what you said to compute the YTM of a 1000 face value bond, with 5%coupon rate, 10 periods (annually), and the current price is 1268$. The outcome is -1.91. I don't know why it is negative instead of positive?

    • @vkrgfan
      @vkrgfan 2 роки тому

      If you didn't input your initial PV as negative (-), then your answer will be negative.

  • @davidp18
    @davidp18 5 років тому

    so great. made it easy to understand.

  • @dvirology
    @dvirology 7 років тому +1

    Great video. Thank you!

    • @bionicturtle
      @bionicturtle  7 років тому

      You're welcome! Thank you for watching!

  • @kevinoboyle8045
    @kevinoboyle8045 5 років тому +2

    Super helpful!

    • @bionicturtle
      @bionicturtle  5 років тому

      Thank you for watching! We are happy to hear that our video was helpful.

  • @disclaimer05
    @disclaimer05 11 років тому

    My BA II Plus gave me a YTM of 5.87 when I pressed I/Y. I didn't need to multiply it by 2.

  • @JayJman1000
    @JayJman1000 6 років тому

    simply lovely..well explained!

  • @Laylaontop
    @Laylaontop 6 років тому

    what do you set the p/yr to?

  • @SOM6737
    @SOM6737 4 роки тому

    Life saver! Thank you!

  • @sumitdixit3932
    @sumitdixit3932 7 років тому

    can you please make a video on how to cal. ytm at zero coupon bond by using financial calculator

  • @tamilarasiselvaraju18
    @tamilarasiselvaraju18 Рік тому

    Thank you so much, ❤

  • @livinindubai
    @livinindubai 9 років тому

    Can you please confirmm this PV formula that I understood from your video:
    Year 0.5 FV = 2/(1+(YTM/2))^0.5/2

  • @Mary-cc5xm
    @Mary-cc5xm Рік тому

    thank u, i have my finance final tomorrow 😢

  • @srini196812
    @srini196812 9 років тому

    I somehow find it easier to use CF function to find the YTM or price of the bond

  • @afbarnes
    @afbarnes 7 років тому

    Also if you use the P/Y you won't have to convert the interest rate to per annum.

  • @abrahamg327
    @abrahamg327 2 роки тому

    Not sure why but my calcualtor spits out my I/Y as 5.869% with the same inputs and not the 2.3% you get that you had to multiply by 2 if anyone can help me thank you

  • @monizohana4228
    @monizohana4228 10 років тому

    Calculate the fair present value of the following bonds, all of which have a 10% coupon rate (paid semi-annually) a face value of $1,000.00 and a required rate of return of 8%.
    a. The bond has 10 years remaining to maturity
    b. The bond has 15 years remaining to maturity
    c. The bond had 20 years remaining to maturity
    d. What do your answers to parts a - c tell you about the relation between present value and time to maturity?

  • @cartterlong9464
    @cartterlong9464 Рік тому

    i get error 5 when using my values

  • @edmorehamandawana3430
    @edmorehamandawana3430 5 років тому

    If you set p/y to 2 and C/y to 2 by pressing 2nd I/y 2 and enter you will not have to multiply by two at the end.

    • @bionicturtle
      @bionicturtle  5 років тому

      true, we just don't recommend this in an exam setting because you have to change them each time (eg, annual). It's more reliable (less error prone) to keep them on p/y = c/y = 1, is our experience

  • @antonioromero878
    @antonioromero878 5 років тому

    All you have to do is split the coupon and term in half then multiply your answer by 2.

  • @growlife4779
    @growlife4779 10 місяців тому

    thanks very much helpful 11 years on

  • @ericadams833
    @ericadams833 6 років тому

    great speech!

  • @moderngod1
    @moderngod1 11 місяців тому

    this dude is gooooood

  • @rBJ817
    @rBJ817 4 роки тому

    Thank you so much

  • @vandana.s.6626
    @vandana.s.6626 7 років тому +1

    Thanks thanks a tonne!!!!

  • @jianying1993
    @jianying1993 8 років тому +1

    thank you so much !!!

    • @bionicturtle
      @bionicturtle  8 років тому +1

      You're welcome! Thank you for watching!

    • @baderkhan6288
      @baderkhan6288 7 років тому

      Thank you so much this video correct my lot of errors

  • @EnriqueFlores26
    @EnriqueFlores26 Рік тому

    I’m following along and I keep getting 35.22

  • @triplem908
    @triplem908 4 місяці тому

    thanks you mate

  • @arfenmalik1717
    @arfenmalik1717 6 років тому

    Am thinking, examiners always want to see some workouts, but u just input all the numbers in the calc and u get a final answer, i don't get that why. Btw no student in an exam room can pull that lil trik of inputing the numbers and writing down the final answer. Just do a normal calculation and use the calc where it's obvious

    • @bionicturtle
      @bionicturtle  6 років тому

      this is a normal use of the TVM keystrokes, i have no idea what you mean by "just do a normal calculation." It would take many more keystrokes to detail the DCF. Of course you can write stuff down while doing it. I showed the numbers in excel because it's more clear than my handwriting.

    • @arfenmalik1717
      @arfenmalik1717 6 років тому

      @@bionicturtle just write it down. I cannot understand wat u r doing on the calc, an working to show how to get yield, that's all

    • @bionicturtle
      @bionicturtle  6 років тому

      @@arfenmalik1717 the purpose of this video is to explain how the TI BA II+ calculator is used to solve for a bond's yield (YTM). The TI BA II+ is the most commonly used (among approved) calculators for the CFA and FRM. For such problems, you need the calculator; YTM is an IRR, it's solution is iterative, not analytical, you NEED the calculator. I really have no idea what you are trying to say.

    • @arfenmalik1717
      @arfenmalik1717 6 років тому

      @@bionicturtle as a finace student i know examiners want to see the workings, but u entered everything in the calc

    • @bionicturtle
      @bionicturtle  6 років тому +2

      @@arfenmalik1717 Yes I did: YTM has no analytical solution, it requires an iteration by the calculator

  • @thiernodiallo2992
    @thiernodiallo2992 2 роки тому

    So helpful

  • @DOC33336
    @DOC33336 7 місяців тому

    thank you !!!

  • @nehafowdar7023
    @nehafowdar7023 4 роки тому

    Thank you..:)

  • @marmarsa
    @marmarsa 8 місяців тому

    save mt life turtle man

  • @EdwardMoore-l5g
    @EdwardMoore-l5g 3 місяці тому

    Omer Forge

  • @jjking8577
    @jjking8577 3 місяці тому

    I love you

  • @allisonwelch7733
    @allisonwelch7733 5 років тому

    sounds like kermit.

    • @bionicturtle
      @bionicturtle  5 років тому

      glad you took the time to contribute a comment, it was worth the wait

    • @allisonwelch7733
      @allisonwelch7733 5 років тому +1

      Hahaha! Thank you for your help! My professor doesn't speak English so I am very thankful for an explanation I can understand. I will be back to your page for more :)

    • @bionicturtle
      @bionicturtle  5 років тому

      @@allisonwelch7733 in that case, we forgive you and look forward to your return!

  • @gonzalezclaudiopatri3200
    @gonzalezclaudiopatri3200 8 років тому +2

    You made it 10x longer while explaining every single little detail. You just needed 30 second to explain your calculation

    • @rickyfno
      @rickyfno 6 років тому

      Seriously! Almost 10 minutes, he talks to much!

  • @faridabubakr5412
    @faridabubakr5412 2 місяці тому

    This video sucks. I just wanted to recall the input button and he would talk and talk ...

  • @michaelmueller3228
    @michaelmueller3228 2 роки тому

    Yuck, get a 12C

  • @ibrahimdaas
    @ibrahimdaas 6 років тому

    Bla bla bla... go to the point directly!

    • @bionicturtle
      @bionicturtle  6 років тому

      Yea sure, look: I'm always trying to improve on that. It's harder than it looks. But thanks for the feedback