1) Calculate the beta of this portfolio of stocks using the current betas for each stock as given on Yahoo Finance or CNBC. . What does this portfolio beta measure? 2.) What should the owner of this portfolio expect in regards to unsystematic risk? 3.) What should the owner of this portfolio expect in regards to systematic risk? 4.) Based on your calculation for the Portfolio Beta for this Portfolio, what should the owner expect in the way of return compared to the return of the S&P 500? 5.) Based on the composition of the Portfolio, what can you say about the owner's risk tolerance?
Mkt Price 7/2 Co onsq Incr Div Yield Div Ex Da te Div Pay Dat Dv 5yr Gr Rt Payout t Ratio Previous Amt New Amt Paid Since 33.278 $44.93 7 4.20 %|Jun-06-2012 |Jun-22-2012 4.40%)Jul-06-2012 Aug-01-2012 2.80%|May-10-2012 May-30-2012 1.90 %May-17-2012 |Jun-04-2012 4.80 %|Jul-06-2012 Aug-01-2012 4.00 %|Jun-07-2012 |Jul-01-2012 8.90%Apr-18-2012 |Jun-01-2012 3.50%Apr-25-20 12 May-15-2012 2.90% May-30-2012 Jun-29-2012 4.20 %|Jun-28-2012 |Jul-16-2012 2 50%|May-02-2012 Jun-11-2012 8.10%)May-04-2012 | May-11-2012 2.60% May-16-2012 |Jun-12-2012 3.10%May-31-2012 |Jun-15-2012 4.60 %Aug-13-2012 Sep-10-2012 2.50%|Jun-13-2012 |Jul-01-2012 5.80%Apr-26-2012 | May-15-2012 3.40%Jun-06-2012 |Jul-03-2012 340%May-24-2012 |Jun-12-2012 2.60%Jun-06-2012 |Jul-03-2012 3.20 %|May-03-2012 |Jun-01-2012 2.10% May-29-2012 |Jun-14-2012 3.10%Jul-06-2012 Aug-01-2012 3.40% May-09-2012 |Jun-11-2012 4.30 %Aug-15-2012 Sep-17-2012 3.40 % May-11-2012 |Jun-12-2012 3.10%|May-16-2012 |Jun-11-2012 7.30%)Jun-01-2012 |Jun-15-2012 3.10%|Jun-28-2012 Aug-13-2012 2.80%|Jun-06-2012 |Jul-01-2012 3.00%|Jul-11-2012 Aug-15-2012 0.00%Nov-21-1995 Dec-15-1995 VZ 5.74% S0.50$0.50 21 1.00% 55 00% 25 00% 256.00% 68 00% 88 00% 66 00% 52.00% 176 00% 31.00% 162 00% 38.00% 51.00% TEVA 1990 S39.25 0 36.20 7 S0.20$0.20 4.87% 50.44 S0.44 S0.50$0.50 SCG RRD PG PEP 0 0.26 S0.26 10.81% 10.46% 1952 S70.76 40 yrs 42.04 14 yrs S71.42 10 $54.28 10 vrs S89.28 53 $88.08 35 vrs S0.47$0.47 $1.10 S0.59$0.59 S0.49 0.49 0.51$0.51 $1.16$1.20 S0.74$0.74 51 1885 KMP KMB JNJ 78.93 49 yrs $80.66 15 yrs $83.90 37 vrs 52.00% 1868.00% 67.00% 64 00% 29 0096 7.40%) 1992 1935 1887 1987 0.57 $0.61 19 S27.04 36 yrs 10.83% HD S53.01 2 45.00% S0.29$0.29 S0.40 $0.40 49.00% 89 00% 46.00% 24.00% 33 3.00% 44.00% 56 0096 8.99% 1926 $49.43 0 yrs $0.73 50.73 0.40 S0.40 93.50% S39.66 0 $79.62 29 yrs $55.76 36 yrs 64.63 39 yrs APD ADP 1926 Mkt Price 7/2 Co onsq Incr Div Yield Div Ex Da te Div Pay Dat Dv 5yr Gr Rt Payout t Ratio Previous Amt New Amt Paid Since 33.278 $44.93 7 4.20 %|Jun-06-2012 |Jun-22-2012 4.40%)Jul-06-2012 Aug-01-2012 2.80%|May-10-2012 May-30-2012 1.90 %May-17-2012 |Jun-04-2012 4.80 %|Jul-06-2012 Aug-01-2012 4.00 %|Jun-07-2012 |Jul-01-2012 8.90%Apr-18-2012 |Jun-01-2012 3.50%Apr-25-20 12 May-15-2012 2.90% May-30-2012 Jun-29-2012 4.20 %|Jun-28-2012 |Jul-16-2012 2 50%|May-02-2012 Jun-11-2012 8.10%)May-04-2012 | May-11-2012 2.60% May-16-2012 |Jun-12-2012 3.10%May-31-2012 |Jun-15-2012 4.60 %Aug-13-2012 Sep-10-2012 2.50%|Jun-13-2012 |Jul-01-2012 5.80%Apr-26-2012 | May-15-2012 3.40%Jun-06-2012 |Jul-03-2012 340%May-24-2012 |Jun-12-2012 2.60%Jun-06-2012 |Jul-03-2012 3.20 %|May-03-2012 |Jun-01-2012 2.10% May-29-2012 |Jun-14-2012 3.10%Jul-06-2012 Aug-01-2012 3.40% May-09-2012 |Jun-11-2012 4.30 %Aug-15-2012 Sep-17-2012 3.40 % May-11-2012 |Jun-12-2012 3.10%|May-16-2012 |Jun-11-2012 7.30%)Jun-01-2012 |Jun-15-2012 3.10%|Jun-28-2012 Aug-13-2012 2.80%|Jun-06-2012 |Jul-01-2012 3.00%|Jul-11-2012 Aug-15-2012 0.00%Nov-21-1995 Dec-15-1995 VZ 5.74% S0.50$0.50 21 1.00% 55 00% 25 00% 256.00% 68 00% 88 00% 66 00% 52.00% 176 00% 31.00% 162 00% 38.00% 51.00% TEVA 1990 S39.25 0 36.20 7 S0.20$0.20 4.87% 50.44 S0.44 S0.50$0.50 SCG RRD PG PEP 0 0.26 S0.26 10.81% 10.46% 1952 S70.76 40 yrs 42.04 14 yrs S71.42 10 $54.28 10 vrs S89.28 53 $88.08 35 vrs S0.47$0.47 $1.10 S0.59$0.59 S0.49 0.49 0.51$0.51 $1.16$1.20 S0.74$0.74 51 1885 KMP KMB JNJ 78.93 49 yrs $80.66 15 yrs $83.90 37 vrs 52.00% 1868.00% 67.00% 64 00% 29 0096 7.40%) 1992 1935 1887 1987 0.57 $0.61 19 S27.04 36 yrs 10.83% HD S53.01 2 45.00% S0.29$0.29 S0.40 $0.40 49.00% 89 00% 46.00% 24.00% 33 3.00% 44.00% 56 0096 8.99% 1926 $49.43 0 yrs $0.73 50.73 0.40 S0.40 93.50% S39.66 0 $79.62 29 yrs $55.76 36 yrs 64.63 39 yrs APD ADP 1926
