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12. Portfolio beta and weights Kate is an analyst at a wealth management firm. One of her dients holds a $5,000 portfolio that consists of

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12. Portfolio beta and weights Kate is an analyst at a wealth management firm. One of her dients holds a $5,000 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 Standard Deviation 3596 0.2396 20% Beta 0.750 1.500 1.300 0.500 Atteric Inc. (AI) Arthur Trust Inc. (AT) U Corp. (LC) Baque Co. (BC) 0.27 15% 0.309 30% 0.349 Kate calculated the portfolio's beta as 0.908 and the portfolio's expected return as 10.90% Kate 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 Baque Co. The risk-free rate is 5.00%, and the market risk prenwumis 6.50%. According to Kate's recommendation, assuming that the market is in equilibrium, the portfolio's required return will change by . 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 camnings consensus of stock analysts, Kate expects a return of 10,32% from the portfolio with the new weights. Does he think that the revised portfolio, based on the changes he recommended, is undervalued, overvalued, or fairly valued? Undervalued Overvalued Fairly valued Suppose instead of replacing Atteric inc's stock with Baque Co's stock, Kate considers replacing Attenc Inc.'s stock with the equal dollar allocation to shares of Company's stock that has a higher beta than Atteric Inc. If everything else remains constant, the portfolio's risk would

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