Assume that you have $330,000 invested in a stock that is returning 11.50%, $170,000 invested in a stock that is returning 22.75%, and $470,000 invested in a stock that is returning 10.25%. What is the expected return of your portfolio? Select one:
a. 12.9%
b. 18.3%
c. 15.6%
d. 14.8%

Answer :

Answer:

Option (a) is correct.

Explanation:

Investments:

Stock A = $330,000

Stock B = $170,000

Stock C = $470,000

Returns(R):

Stock A = 11.50%

Stock B = 22.75%

Stock C = 10.25%

Total investment = $330,000 + $170,000 + $470,000

                            = $970,000

Weight for stock A = [tex]\frac{Investment}{Total\ investment}[/tex]

                               = [tex]\frac{330,000}{970,000}[/tex]

                               = 34.02%

Weight for stock B = [tex]\frac{Investment}{Total\ investment}[/tex]

                               = [tex]\frac{170,000}{970,000}[/tex]

                               = 17.53%

Weight for stock C = [tex]\frac{Investment}{Total\ investment}[/tex]

                               = [tex]\frac{470,000}{970,000}[/tex]

                               = 48.45%

Portfolio return for stock A = Weight for stock A × R of stock A

                                             = 34.02% × 11.50%

                                             = 3.91%

Portfolio return for stock B = Weight for stock B × R of stock B

                                             = 17.53% × 22.75%

                                             = 3.99%

Portfolio return for stock C = Weight for stock C × R of stock C

                                             = 48.45% × 10.25%

                                             = 4.97%

Expected return of portfolio:

= Portfolio return for stock A + Portfolio return for stock B + Portfolio return for stock C

= 3.91% + 3.99% + 4.97%

= 12.87%

= 12.9%

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