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Ele holds a $10, 000 portfolio that consists of four stocks. Her investment in e

ID: 2733979 • Letter: E

Question

Ele holds a $10, 000 portfolio that consists of four stocks. Her investment in each stock, as well as each stock's beta, is listed in the following table: Suppose all stocks in Elle's portfolio were equally weighted. Which of these stocks would contribute the least market risk to the portfolio? Andalusian Limited Main way Toys Co. Western Gas & Electric Co. Kulatsu Motors Co. Suppose all stocks in the portfolio were equally weighted, which of these stocks would have the least amount of standalone risk? Main way Toys co. Western Gas & Electric Co. Andalusian Limited Kulatsu Motors Co. If the risk-free rate is 7% and the market risk premium is 9%, what is Elle's portfolio's beta and required return? Fill in the following table:

Explanation / Answer

Portfolio beta would be weighted average of investment and beta.

Portfolio Beta = sum of investment x beta / sum of investment

Stock

Investment

Beta

Investment x Beta

Al

3500

0.8

2800

KMC

2000

1.3

2600

WGC

1500

1.15

1725

MTC

3000

0.5

1500

10000

8625

Portfolio beta = 8625/ 10,000

                                = 0.8625

Required return = Rf + (Rm –Rf) x beta

                                = 7% + (9%- 7%) x 0.8625

                                =7% + 1.725

                              = 8.725%

Stock

Investment

Beta

Investment x Beta

Al

3500

0.8

2800

KMC

2000

1.3

2600

WGC

1500

1.15

1725

MTC

3000

0.5

1500

10000

8625

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