Consider a portfolio with $5 million invested in Stock A and $7.5 million invested in Stock B. Stock A has an expected return of 13.5% and standard deviation of 15% while Stock B has an expected return of 8% and standard deviation of 7%. The correlation between the two stocks is 0.45. What is the monthly Value-at-Risk (VaR) at the 99% confidence level for this portfolio? Explain what this VaR represents.

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
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Consider a portfolio with $5 million invested in Stock A and $7.5 million invested in Stock B. Stock A has an expected return of 13.5% and standard deviation of 15% while Stock B has an expected return of 8% and standard deviation of 7%. The correlation between the two stocks is 0.45. What is the monthly Value-at-Risk (VaR) at the 99% confidence level for this portfolio? Explain what this VaR represents.

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