Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

1. Using the 2010 - 2019 Total Returns calculated from Step 1.a for the Market, Coca Cola and Pepsi, construct a portfolio consisting of the

image text in transcribed
image text in transcribed
1. Using the 2010 - 2019 Total Returns calculated from Step 1.a for the Market, Coca Cola and Pepsi, construct a portfolio consisting of the following: 30% Market (S\&P 500 index), 50\% Coca Cola, and 20% Pepsi for the period of 20102019 2. From this portfolio, calculate the Sharpe Ratio 3. From this portfolio, calculate the Treynor Ratio 4. From this portfolio, calculate the Jensen's Alpha Step 6: 1. From the calculated Share Ratio, Treynor Ratio, and Jensen's Alpha for the portfolio in Step 4 and Step 5, which portfolio provides the best return relative to risk? (e.g. which portfolio would you select because it provides the best return relative to risk?) \begin{tabular}{|c|c|c|} \hline 2 & Year & Risk Free Rate \\ \hline 3 & 2010 & 3.22% \\ \hline 4 & 2011 & 2.78% \\ \hline 5 & 2012 & 1.80% \\ \hline 6 & 2013 & 2.35% \\ \hline 7 & 2014 & 2.54% \\ \hline 8 & 2015 & 2.14% \\ \hline 9 & 2016 & 1.84% \\ \hline 10 & 2017 & 2.33% \\ \hline 11 & 2018 & 2.91% \\ \hline 12 & 2019 & 2.14% \\ \hline \end{tabular} 13 \begin{tabular}{|c|c|c|c|c|c|c|c|c|c|c|} \hline \multirow{2}{*}{ Date } & \multirow{2}{*}{\multicolumn{2}{|c|}{\begin{tabular}{c} Market (S\&P 500) \\ Close \end{tabular}}} & \multicolumn{4}{|c|}{ Coca Cola } & \multicolumn{4}{|c|}{ Pepsi } \\ \hline & & & & ose & Div & idend & Adj & j Close & Div & idend \\ \hline 12/31/09 & $ & 1,115.10 & $ & 18.95 & $ & 1.64 & $ & 43.96 & $ & 1.78 \\ \hline 12/31/10 & $ & 1,257.64 & $ & 23.27 & $ & 1.76 & $ & 49.02 & $ & 2.37 \\ \hline 12/30/11 & $ & 1,257.60 & $ & 26.21 & $ & 1.88 & $ & 51.36 & $ & 2.03 \\ \hline 12/31/12 & $ & 1,426.19 & $ & 28.33 & $ & 1.53 & $ & 54.64 & $ & 2.13 \\ \hline 12/31/13 & $ & 1,848.36 & $ & 33.21 & $ & 1.12 & $ & 68.11 & $ & 2.24 \\ \hline 12/31/14 & $ & 2,058.90 & $ & 34.96 & $ & 1.22 & $ & 79.87 & $ & 2.53 \\ \hline 12/31/15 & $ & 2,043.94 & $ & 36.75 & $ & 1.32 & $ & 86.86 & $ & 2.76 \\ \hline 12/30/16 & $ & 2,238.83 & $ & 36.62 & $ & 1.40 & $ & 93.63 & $ & 2.96 \\ \hline 12/29/17 & $ & 2,673.61 & $ & 41.89 & $ & 1.48 & $1 & 110.31 & $ & 3.17 \\ \hline 12/31/18 & $ & 2,506.85 & $ & 44.73 & $ & 1.56 & $ & 105.00 & $ & 3.59 \\ \hline 12/30/19 & $ & 3,221.29 & $ & 53.86 & $ & 1.60 & $1 & 133.88 & $ & 3.79 \\ \hline \end{tabular}

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image_2

Step: 3

blur-text-image_3

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

International Finance

Authors: Keith Pilbeam

4th Edition

0230362893, 978-0230362895

More Books

Students also viewed these Finance questions

Question

Describe some common hazards in the contemporary workplace

Answered: 1 week ago