Integrated Excel Problem 9-7 Portfolio ReturnYear-to-date, Oracle had earned a -1.34 percent return. During the same time period, Valero Energy earned 7.96 percent andMcDonald's earned 0.88 percent. If you have a portfolio made up of 30 percent Oracle, 25 percent Valero Energy, and 45 percentMcDonald's, what is your portfolio return?Navigation:

Step 1: Calculate the weighted return for each stock.Oracle's weighted return = -1.34% × 0.3 =…

Answered: Integrated Excel Problem 9-7 Portfolio…

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

Section: Chapter Questions

Problem 1PS

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Problem 9-21 Risk, Return, and Their Relationship (LG9-3, LG9-4)Consider the following annual returns of Estee Lauder and Lowes Companies: Estee LauderLowes CompaniesYear 123.9%6.0%Year 224.016.6Year 318.14.7Year 450.444.0Year 517.314.0Compute each stocks average return, standard deviation, and coefficient of variation.Note: Round your answers to 2 decimal places.
1. Calculate the expected return for the following six returns for thetwo companies below: Company A Company B10% 13%17% 23%-9% 3%21% 15%11% 18%19% -10%
Multiple Choice tock had returns of 18.94 percent, 22.58 percent, -15.98 percent, 9.38 percent, and 28.45 percent for the past five years. What is the standard iation of the returns? 3.05% 30.45% 13.96% 21.81% 17.45% Seved Help Save & Exit Su
Sector Basic Materials Consumer Cyclicals Financials Real Estate Communication Servic FAKEX Weight Energy Industrials Technology Consumer Defensive Healthcare Utilities 5.81% 13.45% 21.89% 6.98% 1.32% Russell 2000 Portfolio Sector Russell 2000 Return Return Index Return Index 4.32% 11.82% 7.84% 7.84% 4.63% 9.98% 9.48% 11.71% 32.36% 8.91% 4.29% 10.42% 2.33% 1.20% 7.84% 0.67% -27.89% -24.51% 5.87% -12.43% -16.44% 12.67% 14.32% 17.00% 10.35% 16.34% 10.74% 2.81% 5.63% -0.91% 4.27% 10.43% 26.63% 5.97% 7.35% 13.85% 6.43% 17.43% 4.53% 11.78% 6.15% 4.23% 100.00% Consider the Interaction Effect using only the Technology Sector in the data presented above. Which statement below are true? (Select all that apply) 7.84% 7.84% 7.84% 7.84% 7.84% 7.84% 7.84% 7.84% The Interaction Effect for the Technology Sector was negative ✔ The Interaction Effect for the Technology Sector was positive O Under-weighting the Technology Sector was a good idea since the Sector was beaten by many other sectors…
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Problem 9-27 Asset Allocation (LG9-2, LG9-5) Annual and Average Returns for Stocks, Bonds, and T-Bills, 1950 to 2017 You have a portfolio with an asset allocation of 39 percent stocks, 40 percent long-term Treasury bonds, and 21 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 deviation of the portfolio. Note: Do not round intermediate calculations. Round your answers to 2 decimal places.
Video Excel Activity: Nonconstant Growth and Corporate Valuation Taussig Technologies Corporation (TTC) has been growing at a rate of 25% per year in recent years. This same growth rate is expected to last for another 2 years, then decline to gn = 5%. The data has been collected in the Microsoft Excel file below. Download the spreadsheet and perform the required analysis to answer the questions below. Do not round intermediate calculations. X Download spreadsheet Nonconstant Growth and Corporate Valuation-afc098.xlsx a. If Do = $1.30 and rs = 8%, what is TTC's stock worth today? Round your answer to the nearest cent. $ per share What are its expected dividend, and capital gains yields at this time, that is, during Year 1? Round your answers to two decimal places. Dividend yield: Capital gains yield: % % b. Now assume that TTC's period of supernormal growth is to last for 5 years rather than 2 years. How would this affect the price, dividend yield, and capital gains yield? Round your…
Asset A B C Cost $35,000 $36,000 $39,000 $10,000 Beta at purchase 0.79 0.96 1.49 1.32 Yearly income $1,600 $1,500 SO $250 Value today $35,000 $37,000 $45,500 $10,500
2Qwest Field SALES FORECAST-3 SCENARIOS Optimistic initial year 10% more than realistic, with 7% annual growth 2004-05 2005-06 2006-07 2007-08 2008-09 & Sales 1,431.000 1.531,000 1,638,000 1,753,000 1,876.000 7 Realistic-Initial based on Safeco history, with a 1.5 % annual growth 2004-05 2005-06 2006-07 2007-08 2008-09 Sales 1.301,000 1,321,000 1,341,000 1,361,000 1,381,000 10 Pessimistic-Initial year 80% of optimistic, with a 1% annual growth 11 2004-05 2005-06 2006-07 2007-08 2008-09 12 Sales 1,041,000 1.051.000 1.062,000 1,073,000 1,084,000 13 Operating Cost information 34 Product costs 20% sales Includes material and labor 15 Payment to Seahawks 40% sales 36 Variable Selling, General and Admin 12% sales Does not include depreciation 17 Belling, General and Admin Supervisor, Ov168 3005 Assume 1.5% annual growth. Does not include depreciation 38 One Time Investment needed 19 Menu, decorations 20 Ovens, fryers, refrigeration, 21 Stainless tables & shelves 22 Exhaust Hood 23 Training…

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