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Compare to the portfolio formed in market booming time period, is your portfolio

ID: 2739785 • Letter: C

Question

Compare to the portfolio formed in market booming time period, is your portfolio different? If you observe significant differences, please summarize your observations and briefly discuss how market condition impacts your capital allocation.

BUST

BOOM

The Efficient Frontier Min Var Optimum Mean 0.007718995 0.008 0.0085 0.009 0.01 0.014291 0.015 0.02 0.025 0.028 SD 0.032960122 0.032985764 0.033157686 0.03348897 0.034609126 0.044848 0.047132672 0.065694 0.086496 0.099472 Slope 0.234191949 0.242528865 0.25635082 0.268745198 0.288941129 0.318657 0.318240029 0.304426 0.28903 0.281485 WMT 0.418533008 0.419823527 0.422114925 0.424408082 0.428994397 0.448674 0.451923672 0.474853 0.497789 0.511548 C -0.099431891 -0.106101429 -0.117967357 -0.129833762 -0.153566578 -0.2554 -0.272218844 -0.39087 -0.50956 -0.58076 JNJ 0.406669234 0.388159973 0.355224274 0.322289086 0.256418716 -0.02623 -0.072900404 -0.40222 -0.73164 -0.92925 IBM 0.154365281 0.168932858 0.194857822 0.220781226 0.272628012 0.495101 0.531836225 0.791044 1.05033 1.20587 BA 0.119864367 0.12918507 0.145770336 0.162355368 0.195525454 0.33786 0.361359351 0.527193 0.693077 0.792587 CAL 0.010502964 0.010511135 0.010565919 0.010671485 0.011028431 0.014291 0.015019143 0.020934 0.027563 0.031698

Explanation / Answer

the above given data clear depicts that there had been changes in the portfolio durting the boom period.

The boom period shows a higher purchase of the shares that results in the increse in the value in the stock market

The standard deviation has been different showing a deviation in the portfolio.

the market conditions impact he capital allocation more

The capital will be allocated more when the portfolio is in a boom

the capital shall be allocated to those porfolio which produces a huge profit

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