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4 votes
22. Expected return and standard deviation. Use the following information

to answer the questions.
State of the
Economy
Boom
Growth
Stagnant
Recession
Probability of
Economic State
0.15
0.25
0.35
0.25
Return on
Asset R
0.040
0.040
0.040
0.040
Return on
Asset S
0.280
0.140
0.070
-0.035
Return on
Asset T
0.450
0.275
0.025
-0.175
a. What is the expected return of each asset?
b. What are the variance and standard deviation of each asset?
c. What is the expected return of a portfolio with equal investment in all
three assets?
d. What are the portfolio's variance and standard deviation using the
same asset weights as in part (c)?

1 Answer

2 votes

Step-by-step explanation:

a. Expected Return of each Asset:

The expected return of an asset is calculated by multiplying each return with its corresponding probability and then summing up the results.

For Asset R:

Expected Return (R) = (0.15 * 0.040) + (0.25 * 0.040) + (0.35 * 0.040) + (0.25 * 0.040)

Expected Return (R) = 0.006 + 0.010 + 0.014 + 0.010

Expected Return (R) = 0.040 or 4.0%

For Asset S:

Expected Return (S) = (0.15 * 0.280) + (0.25 * 0.140) + (0.35 * 0.070) + (0.25 * (-0.035))

Expected Return (S) = 0.042 + 0.035 + 0.025 - 0.009

Expected Return (S) = 0.093 or 9.3%

For Asset T:

Expected Return (T) = (0.15 * 0.450) + (0.25 * 0.275) + (0.35 * 0.025) + (0.25 * (-0.175))

Expected Return (T) = 0.068 + 0.069 + 0.009 - 0.044

Expected Return (T) = 0.102 or 10.2%

b. Variance and Standard Deviation of each Asset:

The variance of an asset is calculated by summing up the squared difference between each return and the expected return, multiplied by its corresponding probability.

For Asset R:

Variance (R) = (0.15 * (0.040 - 0.040)^2) + (0.25 * (0.040 - 0.040)^2) + (0.35 * (0.040 - 0.040)^2) + (0.25 * (0.040 - 0.040)^2)

Variance (R) = 0

Standard Deviation (R) = √Variance (R) = √0 = 0

For Asset S:

Variance (S) = (0.15 * (0.280 - 0.093)^2) + (0.25 * (0.140 - 0.093)^2) + (0.35 * (0.070 - 0.093)^2) + (0.25 * (-0.035 - 0.093)^2)

Variance (S) = 0.0110

Standard Deviation (S) = √Variance (S) = √0.0110 ≈ 0.105 or 10.5%

For Asset T:

Variance (T) = (0.15 * (0.450 - 0.102)^2) + (0.25 * (0.275 - 0.102)^2) + (0.35 * (0.025 - 0.102)^2) + (0.25 * (-0.175 - 0.102)^2)

Variance (T) = 0.0360

Standard Deviation (T) = √Variance (T) = √0.0360 ≈ 0.190 or 19.0%

c. Expected Return of a Portfolio with Equal Investment in all Three Assets:

Since the investment is equal in all three assets, the expected return of the portfolio is the average of the expected returns of the three assets.

Expected Return (Portfolio) = (0.040 + 0.093 + 0.102) / 3

Expected Return (Portfolio) = 0.078 or 7.8%

d. Portfolio's Variance and Standard Deviation with the same Asset Weights as in part (c):

When all assets have equal weights in the portfolio, the portfolio's variance can be calculated as follows:

Portfolio Variance = (Weight^2 * Variance of Asset R) + (Weight^2 * Variance of Asset S) + (Weight^2 * Variance of Asset T)

Where Weight = 1/3 (since each asset has equal weight).

Portfolio Variance = (1/3)^2 * 0 + (1/3)^2 * 0.0110 + (1/3)^2 * 0.0360

Portfolio Variance = 0.00121

Portfolio Standard Deviation = √Portfolio Variance = √0.00121 ≈ 0.035 or 3.5%

So, the portfolio's variance with equal investment in all three assets is 0.00121, and the standard deviation is approximately 3.5%.

answered
User Val M
by
8.3k points
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