You have a portfolio with the following: Stock Number of Shares Price Expected R
ID: 2768222 • Letter: Y
Question
You have a portfolio with the following: Stock Number of Shares Price Expected Return W 900 $ 53 11% X 800 30 15 Y 550 66 13 Z 775 51 14 Required: What is the expected return of your portfolio? (Do not round intermediate calculations. Enter your answer as a percentage rounded to 2 decimal places (e.g., 32.16).) Expected return of the portfolio %You have a portfolio with the following:
Explanation / Answer
Portfolio return is total dollar return divided by amount invested.
Stock
no. of shares
Price
Amount invested
% return
dollar return
W
900
53
47700
11%
5247
X
800
30
24000
15%
3600
Y
550
66
36300
13%
4719
Z
775
51
39525
14%
5533.5
147525
19099.5
Portfolio return = total dollar return / amount invested
= 19,099.50 / 147525
= 12.95%
Stock
no. of shares
Price
Amount invested
% return
dollar return
W
900
53
47700
11%
5247
X
800
30
24000
15%
3600
Y
550
66
36300
13%
4719
Z
775
51
39525
14%
5533.5
147525
19099.5
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