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12. Portfolio beta and weights Amy is an analyst at a wealth Management firm. One of her clients holds a $10,000 portfolio that consists of

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12. Portfolio beta and weights Amy is an analyst at a wealth Management firm. One of her clients holds a $10,000 portfolio that consists of four stocks. The investment allocation in the portfolio along with the contribution of risk from each stock is given in the following table: Stock Investment Allocation Beta Standard Devlation Atteric Inc. 35% 0.900 0.38% Arthur Inc 20% 1.400 0.42% U Corp. 15% 1.300 0.45% Transfer Fuels Co. 30% 0.500 0.49% Amy calculated the portfolio's beta as 0.940 and the portfolio's expected return as 13,05%. Amy thinks it will be a good idea to reallocate the funds in her client's portfolio She recommends replacing Atteric Inc.'s shares with the same amount In additional shares of Transfer Fuels Co. The risk-free rate is 6.00%, and the market risk premium is 7.50% According to Amy's recommendation, assuming that the market is in equilibrium, how much will the portfolio's required return change? 1.05 0.82% 1309 1.21% Analysts estimates on expected returns from equity investments are based on several factors. These estimations also often include subjective and Judgmental factors, because different analysts interpret data in different ways Analysts' estimates on expected returns from equity investments are based on several factors. These estimations also often include subjective and judgmental factors, because different analysts interpret data in different ways. Suppose, based on the earnings consensus of stock analysts, Amy expects a return of 11.99% from the portfolio with the new weights. Does he think that the revised portfolio, based on the changes he recommended, is undervalued, overvalued, or faiely valued? Undervalued Pairly valued Overvalued Supposited of replacing Attari Ine's stock with Transfer Fuels Co.'s stock, Amy considers replacing Atterie Inc. stock with the equal dotar allocation to shares of Company's stock that has a higher beta than Atteric Inc. If everything else remains constant the portfolio bets would and the required return from the portfolio would

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