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7. Portfolio expected return and risk A collection of financial assets and securities is referred to as a portfolio. Most individuals and institutions invest in

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7. Portfolio expected return and risk A collection of financial assets and securities is referred to as a portfolio. Most individuals and institutions invest in a portfolio, making portfollo risk analysis an integral part of the field of finance. Just like stand-alone assets and securities, portfollos are also exposed to risk. Portfolio risk refers to the possibility that an investment portfolio will not generate the investor's expected rate of return Analyzing portfolio risk and return involves the understanding of expected returns from a portfolio Consider the following case: Andre is an amateur investor who holds a small portfolio consisting of only four stocks. The stock holdings in his portfolio are shown in the following table: Stock Expected Return Percentage of Portfolio 20% Artemis Inc. 8.00% 14.00% Standard Deviation 27,00% 31.00% 34.00% 30% Babish & Co. Cornell Industries Danforth Motors 35% 13.00% 15% 5.00% 36.00% Percentage of Portfolio 20% Expected Return 8.00% Standard Deviation 27.00% 31.0094 Stock Artemis Inc Babish & Co. Cornell Industries Danforth Motors 14.00% 30% 13.00% 34.00% 35% 36.0099 15% 5.00% What is the expected return on Andre's stock portfolio? 8.32% 11.10 16.65% 14.99% Suppose each stock in Andre's portfolio has a correlation coefficient of 0.4 (-0.4) with each of the other stocks. If the weighted average of the risk of the individual securities (as measured by their standard deviations) included in the partially diversified four-stock portfolio is 32%, the portfolio's standard deviation () most likely is 32%. 16.65 14.99% equal to less than Suppose each stock in Andre's portfol lation coefficient of 0.4 (p = 0.4) with each of the other stocks. If the weighted average of the risk more than of the individual securities (as measur Jandard deviations included in the partially diversified four-stock portfolio is 32%, the portfolio's standard deviation (p) most likely is 32%

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