1. You can form a portfolio of two assets, A and B, whose returns have the following characteristics: Stock Expected Return Standard Deviation Correlation A 10% 20% .5 B 15 40 If you demand an...


1. You can form a portfolio of two assets, A and B, whose returns have the following characteristics:






























Stock



Expected Return



Standard Deviation



Correlation



A



10%



20%







.5



B



15



40




If you demand an expected return of 12%, what are the portfolio weights? What is the portfolio’s standard deviation?


2. Here are some historical data on the risk characteristics of Dell and McDonald’s:






















Dell



McDonald’s



β (beta)



1.41



.77



Yearly standard deviation of return (%)



30.9



17.2



Assume the standard deviation of the return on the market was 15%.


a. The correlation coefficient of Dell’s return versus McDonald’s is .31. What is the standard deviation of a portfolio invested half in Dell and half in McDonald’s?


b. What is the standard deviation of a portfolio invested one-third in Dell, one-third in McDonald’s, and one-third in risk-free Treasury bills?


c. What is the standard deviation if the portfolio is split evenly between Dell and McDonald’s and is financed at 50% margin, i.e., the investor puts up only 50% of the total amount and borrows the balance from the broker?


d. What is the approximate standard deviation of a portfolio composed of 100 stocks with betas of 1.41 like Dell? How about 100 stocks like McDonald’s? ( Hint: Part (d) should not require anything but the simplest arithmetic to answer.)

Nov 11, 2021
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