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Tyler Trucks stock has an annual return mean and standard deviation of 13 percen

ID: 2721700 • Letter: T

Question

Tyler Trucks stock has an annual return mean and standard deviation of 13 percent and 42 percent, respectively. Michael Moped Manufacturing stock has an annual return mean and standard deviation of 13 percent and 68 percent, respectively. Your portfolio allocates equal funds to Tyler Trucks stock and Michael Moped Manufacturing stock. The return correlation between Tyler Trucks and Michael Moped Manufacturing is .5. What is the smallest expected loss for your portfolio in the coming month with a probability of 16 percent? (Negative amounts should be indicated by a minus sign. Omit the "%" sign in your response. Round your answer to 2 decimal places.)

Tyler Trucks stock has an annual return mean and standard deviation of 13 percent and 42 percent, respectively. Michael Moped Manufacturing stock has an annual return mean and standard deviation of 13 percent and 68 percent, respectively. Your portfolio allocates equal funds to Tyler Trucks stock and Michael Moped Manufacturing stock. The return correlation between Tyler Trucks and Michael Moped Manufacturing is .5. What is the smallest expected loss for your portfolio in the coming month with a probability of 16 percent? (Negative amounts should be indicated by a minus sign. Omit the "%" sign in your response. Round your answer to 2 decimal places.)

Explanation / Answer

Answer:-

Expected return of Tyler Trucks Stock= 13% Expected return of Michael Moped Stock=13%

Expected return of portfolio=0.5*13%+0.5*13% = 13%

Covariance (Tyler trucks, Michael Moped) = correlation * std dev(Tyler) * std dev(Michael)=0.5*0.42*0.68=0.1428

Portfolio variance= (0.5^2) * (0.42^2) +(0.5^2) * (0.68^2) + 2*0.5*0.5*0.1428 = 0.2311

Standard deviation = =sqrt (0.1428) =0.3778 or 37.78%

Smallest expected loss=(13%-37.78%) * 0.16= -3.96%