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Consider the following information: Rate of Return If State Occurs State of Prob

ID: 2717076 • Letter: C

Question

Consider the following information: Rate of Return If State Occurs State of Probability of Economy State of Economy Stock A Stock B Stock C Boom .17 .352 .452 .332 Good .43 .122 .102 .172 Poor .33 .012 .022 .052 Bust .07 .112 .252 .092 Requirement 1: Your portfolio is invested 32 percent each in A and C and 36 percent in B. What is the expected return of the portfolio? (Do not round intermediate calculations. Enter your answer as a percentage rounded to 2 decimal places (e.g., 32.16).) Expected return of the portfolio % Requirement 2: (a) What is the variance of this portfolio? (Do not round intermediate calculations. Round your answer to 5 decimal places (e.g., 32.16161).) Variance of the portfolio (b) What is the standard deviation of this portfolio? (Do not round intermediate calculations. Enter your answer as a percentage rounded to 2 decimal places (e.g., 32.16).) Standard deviation %

Explanation / Answer

Solution :

STOCK A

a

b

c

d

e

f

state of economy

Probability (p)

return (r)

P xr (i.e mean)

(c-0.10842)^2

b x e

BOOM

0.17

0.352

0.05984

0.059331

0.0101

GOOD

0.43

0.122

0.05246

0.000184

8E-05

POOR

0.33

0.012

0.00396

0.009297

0.0031

BUST

0.07

-0.112

-0.00784

0.048585

0.0034

0.10842

0.117397

0.0166

Variance = p [(r - mean)^2]

expected rate of return = 10.842%

12.90%

Standard deviation = square root of variance = 12.90%

Variance = p [(r - mean)^2]

Standard deviation = square root of variance

STOCK B

a

b

c

d

e

f

state of economy

Probability (p)

return (r)

P xr (i.e mean)

(c-0.11)^2

b x e

BOOM

0.17

0.452

0.07684

0.116745

0.0198

GOOD

0.43

0.102

0.04386

6.92E-05

3E-05

POOR

0.33

0.022

0.00726

0.0078

0.0026

BUST

0.07

-0.252

-0.01764

0.131276

0.0092

0.11032

0.255891

0.0316

Variance = p [(r - mean)^2]

expected rate of return = 11.032%

17.79%

Standard deviation = square root of variance = 17.79%

STOCK C

a

b

c

d

e

f

state of economy

Probability (p)

return (r)

P xr (i.e mean)

(c-0.11)^2

b x e

BOOM

0.17

0.332

0.05644

0.050715

0.0086

GOOD

0.43

0.172

0.07396

0.004251

0.0018

POOR

0.33

-0.052

-0.01716

0.025217

0.0083

BUST

0.07

-0.092

-0.00644

0.039521

0.0028

0.10680

0.119705

0.0215

Variance = p [(r - mean)^2]

expected rate of return = 10.680%

14.68%

Standard deviation = square root of variance = 14.68%

Row No.

A

B

C

EXPECTED RETURN

1

0.10842

0.11032

0.10680

VARIANCE

2

0.016634504

0.03164

0.02153776

STANDARD DEVIATION

3

12.90%

17.79%

14.68%

Weight

4

0.32

0.36

0.32

1X4

5

3.47%

3.97%

3.42%

EXPECTED RETURN OF PORTFOLIO (sum of 5th row)

6

10.86%

2x4

7

0.005323041

0.01139

0.006892083

VARIANCE OF PORTFOLIO (sum of 7th row)

8

2.36055%

3x4

9

0.041271942

0.064035

0.046962396

STANDARD DEVIATION of portfolio (sum of row 10)

10

15.23%

STOCK A

a

b

c

d

e

f

state of economy

Probability (p)

return (r)

P xr (i.e mean)

(c-0.10842)^2

b x e

BOOM

0.17

0.352

0.05984

0.059331

0.0101

GOOD

0.43

0.122

0.05246

0.000184

8E-05

POOR

0.33

0.012

0.00396

0.009297

0.0031

BUST

0.07

-0.112

-0.00784

0.048585

0.0034

0.10842

0.117397

0.0166

Variance = p [(r - mean)^2]

expected rate of return = 10.842%

12.90%

Standard deviation = square root of variance = 12.90%

Variance = p [(r - mean)^2]

Standard deviation = square root of variance

STOCK B

a

b

c

d

e

f

state of economy

Probability (p)

return (r)

P xr (i.e mean)

(c-0.11)^2

b x e

BOOM

0.17

0.452

0.07684

0.116745

0.0198

GOOD

0.43

0.102

0.04386

6.92E-05

3E-05

POOR

0.33

0.022

0.00726

0.0078

0.0026

BUST

0.07

-0.252

-0.01764

0.131276

0.0092

0.11032

0.255891

0.0316

Variance = p [(r - mean)^2]

expected rate of return = 11.032%

17.79%

Standard deviation = square root of variance = 17.79%

STOCK C

a

b

c

d

e

f

state of economy

Probability (p)

return (r)

P xr (i.e mean)

(c-0.11)^2

b x e

BOOM

0.17

0.332

0.05644

0.050715

0.0086

GOOD

0.43

0.172

0.07396

0.004251

0.0018

POOR

0.33

-0.052

-0.01716

0.025217

0.0083

BUST

0.07

-0.092

-0.00644

0.039521

0.0028

0.10680

0.119705

0.0215

Variance = p [(r - mean)^2]

expected rate of return = 10.680%

14.68%

Standard deviation = square root of variance = 14.68%

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