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Assume that you manage a risky portfolio with an expected rate of return of 18%

ID: 2612381 • Letter: A

Question

Assume that you manage a risky portfolio with an expected rate of return of 18% and a standard deviation of 34%. The T-bill rate is 5.5%.

A client prefers to invest in your portfolio a proportion (y) that maximizes the expected return on the overall portfolio subject to the constraint that the overall portfolio's standard deviation will not exceed 30%.

   

   

   

What is the expected rate of return on your client's overall portfolio? (Do not round intermediate calculations. Enter your answer as a percentage rounded to two decimal places.)

   

Assume that you manage a risky portfolio with an expected rate of return of 18% and a standard deviation of 34%. The T-bill rate is 5.5%.

Explanation / Answer

Investment proportion Y = 30 / 34 = .8824 OR 88.24%

2)Expected return = risk free rate +(return on market -risk free rate )beta

                           = 5.5 +( 18 -5.5 ).8824

                          = 5.5 + 12.5*.8824

                          =5.5 + 11.03

                         = 16.53%