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One Liberty Heico .12 .16 .08 .20 Price Rate of Return Probability $16 -20% 0.25

ID: 2736503 • Letter: O

Question

One Liberty

Heico

.12

.16

.08

.20

Price

Rate of Return

Probability

$16

-20%

0.25

20

  0%

0.30

24

+20%

0.25

28

+40%

0.20

Price

Rate of Return

Probability

$16

-20%

0.25

20

  0%

0.30

24

+20%

0.25

28

+40%

0.20

21. Christy is considering investing in the common stock of One Liberty and Heico. The following data are available for these two securities:

One Liberty

Heico

Expected return

.12

.16

Standard deviation of returns

.08

.20


If she invests 30% of her funds in Heico and 70% in One Liberty, and if the correlation of returns between these securities is +0.65, what is the portfolio's standard deviation? (Points : 3)        15.67%
       9.44%
       10.54%
       9.67%

Explanation / Answer

Answer:-

Answer (21)-

The portfolio standard deviation after consideration of correlation:

Portfolio Standard Deviation =

=0.302* 0.082 +.702*0.202 + 2*0.30*.020*0.08*0.70*0.65

=0.09*0.0064 +0.49*0.04 +0.004368

=0.024544   after root of 0.024544 we get 15.67

=15.67 %

Answer(22)-

E(R) = -20%(0.25) + 0%(0.30) + 20%(0.25) + 40%(0.20) = 8%

Answer (23)-

Expected return = 8%; Standard deviation = 21.4%v = 21.4% / 8% = 2.68

Answer (24)-

K p= $ 3.25/($25-$1) =13.54%

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