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Assume that you manage a risky portfolio with an expected rate of return of 20%

ID: 2820921 • Letter: A

Question

Assume that you manage a risky portfolio with an expected rate of return of 20% and a standard deviation of 44%. The T-bill rate is 4% Stock A 28 % Stock B 37 % Stock C 35 % 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 35%. a. What is the investment proportion, y? (Do not round intermediate calculations. Round your answer to 2 decimal places.) Investment proportion y % b. What is the expected rate of return on the overall portfolio? (Do not round intermediate calculations. Round your answer to 2 decimal places.) Rate of return % References

Explanation / Answer

a). 0.35 = y*0.44

y = 79.55%

b). E(re) = 0.04 + [0.7955 x (0.20 - 0.04)]

= 0.04 + 0.1273 = 0.1673, or 16.73%