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Rate of Return What is the rate of return on the portfolio in each scenario? (Do

ID: 2636167 • Letter: R

Question

Rate of Return

What is the rate of return on the portfolio in each scenario? (Do not round intermediate calculations. Round your answers to 1 decimal place.)

What are the expected rate of return and standard deviation of the portfolio? (Do not round intermediate calculations. Round your answers to 2 decimal places.)

Rate of Return

  Scenario Probability Stocks Bonds   Recession .30 ?4 % +16 %   Normal economy .50 +17 +10   Boom .20 +28 +9

Explanation / Answer

Scenario Probability Stocks Bonds Overall Return Overall Return Recession 0.3 -4 16 =(-4*0.7+16*0.3)*0.3 0.6 Normal economy 0.5 17 10 =(17*0.7+10*0.3)*0.5 7.45 Boom 0.2 28 9 =(28*0.7+9*0.3)*0.2 4.46 a>Expected Rate of Return from each scenerio are 0.6,7.45 and 4.46 respectively. b>Expected Return=(0.6+7.45+4.46) 12.51 Variance=0.3*(0.6-12.51)^2+0.5*(7.45-12.51)^2+0.2*(4.46-12.51)^2 68.32 Standard Deviation=Square Root of Variance 8.27 c> Expected Return from Bond=0.3*16+0.5*10+0.2*9 11.6 Expected Return from Stock=0.3*(-4)+0.5*(17)+0.2*28 12.9 Since the return is highest in Stocks , he should invest in stocks.