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Consider the following information: Your portfolio is invested 26 percent each i

ID: 2770047 • Letter: C

Question

Consider the following information: Your portfolio is invested 26 percent each in A and C, and 48 percent in B. What is the expected return of the portfolio? (Do not round intermediate calculations. Enter your answer as a percent rounded to 2 decimal places, e.g., 32.16.) What is the variance of this portfolio? (Do not round intermediate calculations and round your answer to 5 decimal places, e.g., 32.16161.) What is the standard deviation? (Do not round intermediate calculations. Enter your answer as a percent rounded to 2 decimal places, e.g., 32.16.)

Explanation / Answer

Answer a.

Expected return = (0.1295*0.26)+(0.1125*0.48)+(0.0805*0.26)

                             = 10.86%

State

Probability

Stock A(ROR)

Prob*ROR

Boom

0.15

0.33

0.0495

Good

0.55

0.18

0.099

Poor

0.25

-0.05

-0.0125

Bust

0.05

-0.13

-0.0065

Total

0.1295

State

Probability

Stock B(ROR)

Prob*ROR

Boom

0.15

0.43

0.0645

Good

0.55

0.14

0.077

Poor

0.25

-0.08

-0.02

Bust

0.05

-0.18

-0.009

Total

0.1125

State

Probability

Stock B(ROR)

Prob*ROR

Boom

0.15

0.23

0.0345

Good

0.55

0.12

0.066

Poor

0.25

-0.06

-0.015

Bust

0.05

-0.1

-0.005

Total

0.0805

Answer B

Portfolio variance =(0.02*0.26)+(0.03*0.48)+(0.01*0.26)

                              = 0.0222

Answer C

Portfolio standard deviation =(0.14*0.26)+(0.17*0.48)+(0.10*0.26)

                                                   =0.144

State

Probability

Stock A(ROR)

Prob*ROR

ROR-0.1295

(ROR-0.1295)^2

(ROR-0.1295)^2)*Prob

Boom

0.15

0.33

0.0495

0.2005

                                        0.040

                                          0.01

Good

0.55

0.18

0.099

0.0505

                                        0.003

                                          0.00

Poor

0.25

-0.05

-0.0125

-0.1795

                                        0.032

                                          0.01

Bust

0.05

-0.13

-0.0065

-0.2595

                                        0.067

                                          0.00

Total

0.1295

-0.188

0.142311

                                          0.02

Variance

                                          0.02

Std deviation sqrt(0.02)

                                          0.14

State

Probability

Stock B(ROR)

Prob*ROR

ROR-0.1125

(ROR-0.1125)^2

((ROR-0.1125)^2) *prob

Boom

0.15

0.43

0.0645

0.3175

                                        0.101

                                          0.02

Good

0.55

0.14

0.077

0.0275

                                        0.001

                                          0.00

Poor

0.25

-0.08

-0.02

-0.1925

                                        0.037

                                          0.01

Bust

0.05

-0.18

-0.009

-0.2925

                                        0.086

                                          0.00

Total

0.1125

-0.14

0.224175

                                          0.03

Variance

                                          0.03

Std deviation sqrt(0.03)

                                          0.17

State

Probability

Stock C(ROR)

Prob*ROR

ROR-0.0805

(ROR-0.0805)^2

(ROR-0.0805)^2)*prob

Boom

0.15

0.23

0.0345

0.1495

                                        0.022

                                          0.00

Good

0.55

0.12

0.066

0.0395

                                        0.002

                                          0.00

Poor

0.25

-0.06

-0.015

-0.1405

                                        0.020

                                          0.00

Bust

0.05

-0.1

-0.005

-0.1805

                                        0.033

                                          0.00

Total

0.0805

-0.132

0.076231

                                          0.01

Variance

                                          0.01

Std deviation sqrt(0.01)

                                          0.10

State

Probability

Stock A(ROR)

Prob*ROR

Boom

0.15

0.33

0.0495

Good

0.55

0.18

0.099

Poor

0.25

-0.05

-0.0125

Bust

0.05

-0.13

-0.0065

Total

0.1295

State

Probability

Stock B(ROR)

Prob*ROR

Boom

0.15

0.43

0.0645

Good

0.55

0.14

0.077

Poor

0.25

-0.08

-0.02

Bust

0.05

-0.18

-0.009

Total

0.1125

State

Probability

Stock B(ROR)

Prob*ROR

Boom

0.15

0.23

0.0345

Good

0.55

0.12

0.066

Poor

0.25

-0.06

-0.015

Bust

0.05

-0.1

-0.005

Total

0.0805

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