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2. The only component of the CAPM equation that relates specifically to a compan

ID: 2803529 • Letter: 2

Question

2. The only component of the CAPM equation that relates specifically to a company is

a)bX

b)kM

c)kRF

d)(kM - kRF)

3. The CAPM asserts that the only company specific factor affecting required return is

a)market risk

b)the risk-free rate

c)investment risk

rd)isk aversion

4. A portfolio is characterized by the following

Stock

$'s invested

Expected Return

Beta

X

$2,000

15%

2

Y

$8,000

12%

1.6

Z

$2,000

8%

1.2

a)

Calculate the portfolio's expected return.

b)

Calculate the beta of the portfolio.

c)

If the return on the market is 10% and the risk-free rate is 3%, what is the required return on the portfolio?

Stock

$'s invested

Expected Return

Beta

X

$2,000

15%

2

Y

$8,000

12%

1.6

Z

$2,000

8%

1.2

Explanation / Answer

Answer 2)

option a) Beta is specific to company

Answer 3)

option d) risk aversion

Answer 4)

a) Expected return = weight of Stock x * return on stock x + weight of Stock y * return on stock y + weight of Stock z* return on stock z

Expected return = (2000/12000)* 15% + (8000/12000)*12%+ (2000/12000)*8% = 11.8333%

b) Portfolio Beta = Weight of stock x * beta of x +Weight of stock y * beta of y + Weight of stock z* beta of z

Portfolio Beta = 16.67%*2 + 66.67%*1.6 +16.67% * 1.2 = 1.60

c) Required return on the portfolio = Risk free rate + Porfolio beta * (Market return - risk free rate)

= 3% + 1.6 *(10%-3%) = 14.20%

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