Project #7608 - Investment and Portfolio Management

 

Unit 1 Assignment

 

Roger has just been hired as chief portfolio officer of Bear United Capital. As part of this new position, he has been asked to assemble a model portfolio from a set of assets. The assets in the model portfolio include the following:  

 

 

Weight

Expected Return

Actual Return

Stock A

0.2

0.05

0.09

Stock B

0.1

0.07

0.04

Stock C

0.25

0.12

0.14

Stock D

0.05

0.02

0.04

Stock E

0.1

0.04

0.01

Stock F

0.3

0.35

-0.02

 

 
Using the above assets from the model portfolio and their associated values, calculate the following:

 

  • The rate of return of the portfolio
  • The expected rate of return on the portfolio
  • Discuss your perception of the two returns and what is driving each in detail
  • Which return is a better measure of return on a portfolio, and when should you use each?

 

Please submit your assignment.

 

For assistance with your assignment, please use your text, Web resources, and all course materials.

 

Subject Business
Due By (Pacific Time) 06/12/2013 12:00 am
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