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1. What are the portfolio weights for a portfolio that has 152 shares of Stock A

ID: 2646799 • Letter: 1

Question

1. What are the portfolio weights for a portfolio that has 152 shares of Stock A that sell for $30 per share and 120 shares of Stock B that sell for $20 per share? (Round your answers to 4 decimal places. (e.g., 32.1616))

Portfolio weights

  Stock A

  Stock B

2. You own a portfolio that has $3,400 invested in Stock A and $4,400 invested in Stock B. If the expected returns on these stocks are 12 percent and 15 percent, respectively, what is the expected return on the portfolio? (Round your answer to 2 decimal places. (e.g., 32.16))

  

  Portfolio expected return

%

3. Consider the following information:

State of Economy

Probability of
State of Economy

Portfolio Return
if State Occurs

  Recession

0.25

?

0.21

  Normal

0.50

0.16

  Boom

0.25

0.30

  

Calculate the expected return. (Round your answer to 2 decimal places. (e.g., 32.16))

  

  Expected return

%

4. Consider the following information:

  

Rate of Return if State Occurs

  State of

Probability of

  Economy

State of Economy

Stock A

Stock B

Stock C

  Boom

0.58

0.14

0.22

0.40

  Bust

0.42

0.16

0.06

?

0.05

  

a.

What is the expected return on an equally weighted portfolio of these three stocks? (Do not round intermediate calculations and round your final answer to 2 decimal places. (e.g., 32.16))

  Expected return

%

  b.

What is the variance of a portfolio invested 22 percent each in A and B and 56 percent in C? (Do not round intermediate calculations and round your answer to 6 decimal places. (e.g., 32.161616))

  Variance

Portfolio weights

  Stock A

  Stock B

Explanation / Answer

1.

Portfolio Value for Stock A = 152 Shares * $30 per share = $4560
Portfolio Value for Stock B = 120 Shares * $20 per share = $2400
Total Portolio Value = $6960

Weight of Stock A = 4560/6960 = 0.655
Weight of Stock B = 2400/6960 = 0.345

2.

Total Portolio Value = $3400 + $4400 = $7800

Weight of Stock A = 3400/7800 = 0.436
Weight of Stock B = 4400/6960 = 0.564

Portfolio Expected Return = (Weight of Stock A * Return of Stock A) + (Weight of Stock B * Return of Stock B)
= (0.436 * 0.12) + (0.564 * 0.15)
= 0.13692 i.e. 13.692%

3.

4-a

Portfolio Expected Return = (Weight of Stock A * Weighted Return of Stock A) + (Weight of Stock B * Weight Return of Stock B) + (Weight of Stock B * Weight Return of Stock B)
= (1/3*0.174) + (1/3*0.1624) + (1/3*0.261)
= 0.199133

Expected Return = 19.9133%

State of Economy Probability of State of Economy Portfolio Return if State Occurs Weighted Return   Recession 0.25 0.21 0.0525   Normal 0.5 0.16 0.08   Boom 0.25 0.3 0.075 Expected Return = 20.75% 0.2075