Problem 9-13 Portfolio Return (LG9-7) Year-to-date, Oracle had earned a -1.39 percent return. During the same time period, Valero Energy earned 765 percent and McDonald's earned 0.42 percent If you have a portfolio made up of 15 percent Oracle, 20 percent Valero Energy, and 65 percent McDonald's, what is your portfolio return? (Round your answer to 2 decimal places.) Portolo return
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- P8-3 Portfolio Return At the beginning of the month, you owned $12,000 of FordMotor, $18,000 of Netflix, and $20,000 of Wayfair. The monthly returns for Ford Motor,Netflix, and Wayfair were 1.50 percent, 1.0 percent, and − 1.50 percent. What is yourmonthly portfolio return? What is your effective annual portfolio return? To solve, first you must calculate each stock’s weight of the total portfolio.Times that weight for the stock’s contribution to the portfolio return, thensum all three stocksYear-to-date, Oracle had earned a −1.34% return. During the same time period, Valero Energy earned 7.96% and McDonald's earned 0.88%. If you have a portfolio made up of 30 percent Oracle, 25% Valero Energy, and 45 percent McDonald's, what is your portfolio return?"Portfolio Return Year-to-date, Company O had earned a -7.6 percent return. During the same time period, Company V earned 9.85 percent and Company M earned 2.88 percent. If you have a portfolio made up of 25 percent Company O, 60 percent Company V, and 15 percent Company M, what is your portfolio return?
- Q9 At the beginning of the month, you owned $6,000 of News Corp, $5,000 of First Data, and $8,500 of Whirlpool. The monthly returns for News Corp, First Data, and Whirlpool were 8.24 percent, −2.59 percent, and 10.13 percent. What’s your portfolio return? (Do not round intermediate calculations and round your final answer to 2 decimal places.) PORTFOLIO RETURN. %Year to date, Yum Brands had earned a 3.80 percent return. During the same time period, Raytheon earned 4.26 percent and Coca-Cola earned —0.46 percent If you have a portfolio made up of 30 percent Yum Brands, 30 percent Raytheon, and 40 percent Coca-Cola, what is your portfolio return?10. Portfolio Return Year-to-date, Company X had earned a +8% return. During the same time period, Company Y earned +10% and Company Z earned – 6% (negative 6%). If you have a portfolio madeup of 30 percent Company X, 25 percent Company Y, and 45 percent Company Z, what is your portfolio return?_____________% 11. You hold the positions in the table below.COMPANY PRICE # SHARES BETAGoodmonth $25.00 200 + 3.0Icestone $20.00 750 – 1.0Bridgerock $50.00 600 + 2.0A. What is the beta of your portfolio?
- Your broker mailed you your year-end statement. You have P250,000 invested in Happy Chemical, P180,000 tied up in Honey Pie Co., P360,000 in Sweet Candy and P110,000 in MyBabeCorp. The annualized returns for thee stock is 16.5% for Happy; 12% for Honey; 18.5% for Sweet and 15.3% for MyBabe. What is the return of your entire portfolio?Assuming the below annual rates of return: Annual Rates of Return: Wamart - 12.36% Coca Cola - 25.51% Pfizer - 14% CVS - 32.99% Berkshire Hathaway - 29.66% Assume that you initially invested $1,000,000 in the portfolio and that the distribution of the annual rate of return of the portfolio is normal. What is the distribution of the return of the portfolio 20 years after its formation? Provide the graph of the distribution of the return of the portfolio.7. Impacts of Costs on Returns. A mutual fund has a 1.69% expense ratio and begins with a $124.655 NAV. It experiences the annual returns shown below. What are the end-of-year NAVs after fees for each year? What are the after-fee returns each year?
- Annual and Average Returns for Stocks, Bonds, and T-Bills, 1950 to 2019 You have a portfolio with an asset allocation of 50 percent stocks, 34 percent long-term Treasury bonds, and 16 percent T-bills. Use these weights and the returns given in the above table to compute the return of the portfolio in the year 2010 and each year since. Then compute the average annual return and standard devlation of the portfolio. Note: Do not round intermediate calculations. Round your answers to 2 decimal places.Give typing answer with explanation and conclusion Exactly one year ago, an investor made an investment in investment in Braodcom (AVGO). At that time, the current risk-free rate was 0.69%, the beta for AVGO was 1.35, and the market risk premium was estimated at 6.2%. Over the year, the realized return for AVGO was 7.11%. What was the risk-adjusted return (alpha) for AVGO over the year?J.P. Morgan Asset Management publishes information about financial investments. Overthe past 10 years, the expected return for the S&P 500 was 5.04% with a standard deviation of 19.45% and the expected return over that same period for a core bonds fund was5.78% with a standard deviation of 2.13% (J.P. Morgan asset Management, guide to theMarkets, 1st quarter, 2012). The publication also reported that the correlation betweenthe S&P 500 and core bonds is −.32. You are considering portfolio investments that arecomposed of an S&P 500 index fund and a core bonds fund.a. Using the information provided, determine the covariance between the S&P 500 andcore bonds.b. Construct a portfolio that is 50% invested in an S&P 500 index fund and 50% in a corebonds fund. In percentage terms, what are the expected return and standard deviationfor such a portfolio?c. Construct a portfolio that is 20% invested in an S&P 500 index fund and 80% investedin a core bonds fund. In…