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1.Use the following table of states of the economy and stock returns to calculat

ID: 2776478 • Letter: 1

Question

1.Use the following table of states of the economy and stock returns to calculate the percentage standard deviation of a portfolio of a portfolio of 22 percent Roten and the rest in Bradley.

Security

if State

Returns

Occurs

Prob of State of Economy

Roten

Bradley

Bust

0.1

-9%

25%

Boom

?

37

5

2.Copy of

You have a $1,000 portfolio which is invested in stocks A and B plus a risk-free asset. $500 is invested in stock A. Stock A has a beta of 1.3 and stock B has a beta of 0.7. How much needs to be invested in stock B if you want a portfolio beta of 0.9?

Security

if State

Returns

Occurs

Prob of State of Economy

Roten

Bradley

Bust

0.1

-9%

25%

Boom

?

37

5

Explanation / Answer

1.Use the following table of states of the economy and stock returns to calculate the percentage standard deviation of a portfolio of a portfolio of 22 percent Roten and the rest in Bradley.

Security

if State

Returns

Occurs

Prob of State of Economy

Roten

Bradley

Bust

0.1

-9%

25%

Boom

?

37

5

Prob of State of Economy of Boom = (1-0.10) = 0.90

Expected Return of Roten = Prob of State of Economy of Bust * Return + Prob of State of Economy of Boom * Return

Expected Return of Roten = 0.10*-9% + 0.90*37%

Expected Return of Roten = 32.40%

Expected Return of Bradley = Prob of State of Economy of Bust * Return + Prob of State of Economy of Boom * Return

Expected Return of Bradley = 0.10*25% + 0.90*5%

Expected Return of Bradley = 7%

Variance of Roten = (-9-32.4)^2*0.1 + (37-32.4)^2*0.90

Variance of Roten = 190.44

Variance of Bradley = (25-7)^2*0.1 + (5-7)^2*0.90

Variance of Bradley = 36

CoVariance = 190.44^(1/2)*36^(1/2) = 82.80

Standard deviation of a portfolio =( Weight^2*Variance of Roten + Weight^2*Variance of Bradley + 2*weight of Roten*Weight of Bradley *Covariance)^(1/2)

Standard deviation of a portfolio = (22%^2 * 190.44 + 78%^2*36 + 2*22%*78%*82.80)^(1/2)

Standard deviation of a portfolio = 7.72%

Security

if State

Returns

Occurs

Prob of State of Economy

Roten

Bradley

Bust

0.1

-9%

25%

Boom

?

37

5

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