Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

3. Optimal portfolio choice with two risky asset and one risk-free asset: Jessica has $10,000. She can invest the money in (1) a corporate bond,

image text in transcribed
3. Optimal portfolio choice with two risky asset and one risk-free asset: Jessica has $10,000. She can invest the money in (1) a corporate bond, (2) a stock, and (3) the risk- free T-bill. The table below provides these assets' expected returns and standard deviations: Bond (D) Stock (E) T-Bill (F) Expected Return 7% 14% 2% Standard Deviation 15% 25% 0 The coefficient of correlation (pou) between the corporate bond and the stock is 20%. The investor has a risk aversion coefficient of A4 (a) Which risky asset (bond or stock) has a higher Sharpe ratio? (5 points) (b) What are the weights of the bond and the stock in the optimal risky portfolio of two risky assets? (10%) (c) Does the optimal risky portfolio have a higher or lower Sharpe ratio than the stock and the bond and why? (10%) (d) What are the optimal weights that Jessica chooses for the optimal risky portfolio and for the risk-free T-bill in her overall portfolio? How many dollars should Jessica invest in the corporate bond, the stock, and the T-bill, respectively in the optimal portfolio? (10 points) (e) Suppose that Jessica has not taken the investment class. For her risky portfolio, she invests 50% in the bond and 50% in the stock. Is the Sharpe ratio of her risky portfolio higher or lower than the Sharpe ratio of the optimal portfolio that you construct in (b)? (5%) () Jim has risk aversion A-3. Would Jim's optimal risky portfolio be the same as that in question (b)? Would Jim and Jessica choose the same overall optimal portfolio in question (d)? (5%) (9) Suppose the coefficient of correlation between the stock and the bond decreases to 0. Would the change increase or decrease the Sharpe ratio of the optimal risky portfolio in question (b) and why? Hint: You do not have to calculate the Sharpe ratio when the correlation is 0. Think how the diversification benefit changes with the correlation. (56)

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

Step: 3

blur-text-image

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

Corporate Finance Investment And Advisory Applications

Authors: Jesse McDougall, Patrick Boyle

1st Edition

1530116597, 9781530116591

More Books

Students also viewed these Finance questions

Question

Describe simulation questions on the CPA exam?

Answered: 1 week ago

Question

What changes, if any, are projected for this environment?

Answered: 1 week ago

Question

How have these groups changed within the last three years?

Answered: 1 week ago