Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

7-2 The data below are annual total returns for General Foods (GF) and Sigma Technology (ST) for the period 1997-2011. Sigma Technology is highly regarded

image text in transcribed
image text in transcribed
7-2 The data below are annual total returns for General Foods (GF) and Sigma Technology (ST) for the period 1997-2011. Sigma Technology is highly regarded by many investors for its innovative products. It had returns more than twice as large as that of General Foods. What would have been the results if an investor had placed half her funds in General Foods and half in Sigma Technology during this 15-year period in order to try to earn a larger return than that available in General Foods alone? Would the risk have been too large? a. Calculate the arithmetic mean returns for each stock. b. Calculate the standard deviation for each stock using the STDEV function in the spreadsheet c. Calculate the correlation coefficient using the CORREL function in the spreadsheet. d. Calculate the covariance using the COVAR function in the spreadsheet. e. Calculate the portfolio return assuming equal weights for each stock. APTER 7 PORTFOLIO THEORY IS UNIVERSAL f. Set up a calculation for the standard deviation of the portfolio that will ah substitute different values for the correlation coefficient or the standard devi stocks. Using equal weights for the two stocks, calculate the standard diohs of b the portfolio consisting of equal parts of the two stocks. How does the portfolio return compare to the return on General Foods alone? How the risk of the portfolio compare to the risk of having held General Foods alone? much h. Assume that the correlation between the two stocks had been-0.20. How portfolio risk have changed relative to the result calculated in f? 0cl, d 001 GF ST -0.14 0.203 -0.036 -0.204 0.073 0.222 0079 -0.220 0.527 -0.628 0.684 1.146 0564 0.885 0.433 0516 -0.056 0.153 2011 2010 2008 2007 2006 2005 2003 2002 2001 2000 1999 1998 1997 0.023 0.291 0448 0.482 0.196 0.103 0.075 0.780 0.254 oc 0.736

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

Fundamentals Of Investments

Authors: Bradford Jordan, Thomas Miller

4th Edition

0073314978, 9780073314976

More Books

Students also viewed these Finance questions