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In addition, the market\'s expected return is 15% and the risk-free rate is 5%.

ID: 2804043 • Letter: I

Question

In addition, the market's expected return is 15% and the risk-free rate is 5%. Assume that the residuals of the two stocks are uncorrelated. Answer the following questions.

(i) According to the CAPM, what is the expected return and systematic variance of an equally- weighted portfolio of the two stocks?

(ii) Suppose the advisor tells you that the price of XYZ implies an expected return of 13% and the price of ABC implies an expected return of 17%. According to the CAPM, what position should you take in each of the two securities? Why?

Asset (i) XYZ ABC 3 2 C) . 10% 30.25% 0.6 1.8 10%

Explanation / Answer

(i) As per CAPM approach

Expected Return if Rf+(Rf-Rm)

where Rf is risk free rate,Rm is market expected return

Return of XYZ is 0.05+0.6(0.15-0.05)

=0.05+0.6(0.10)

=0.05+0.06

=0.11=11%

The return of ABC is 0.05+1.8(0.15-0.05)

=0.05+1.8*0.1

=0.05+0.18

=0.23=23%

Systematic risk

Total risk=Systematic risk+Unsystematic Risk

i^2=i^2 * m^2 - ei^2

i^2 * m^2 = i^2 + ei^2

Systematic risk =i^2 + ei^2

XYZ

Systematic Risk=10%+7.75%

=17.75%

ABC

Systematic Risk=30.25%+10%

=40.25%

Expected return

The return on ABC is lower than the given hence new rate to be considered

The return on XYZ is higher than the given and hence lod rate to be considered

XYZ ABC Given 13% 17% Calculated 11% 23%
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