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a. Use the price data from the table that follows for the Standard & Poor's 500 Index, Wal-Mart, and Target to calculate the holding-period returns

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a. Use the price data from the table that follows for the Standard & Poor's 500 Index, Wal-Mart, and Target to calculate the holding-period returns for the 24 months from May 2013 through May 2015. MONTH S&P 500 WAL-NART TARGET 2013 May $1,631 $74.84 $69.50 June 1,606 74.49 68.86 July 1,686 77.94 71.25 August 1,633 72.98 63.31 September 1,682 73.96 63.98 October 1,757 76.75 64.79 November 1,806 81.01 63.93 December 1,848 78.69 63.27 2014 January 1,783 74.68 56.64 February 1,859 74.70 62.54 March 1,872 60.51 April 1,884 79.71 61.75 May 1.924 76.77 56.76 June 1,960 75.07 57.95 July 1,931 73.58 59.59 August 2,003 75.50 60.07 1,972 76.47 September 62.68 October 61.82 2,018 76.27 2,068 87.54 November 74.00 2,059 85.88 December 75.91 76.43 2015 84.98 January February March April May 1.995 2.105 2.068 2,086 83.93 82.25 78.05 75.86 73.61 76.83 82.07 78.83 79.29 2,128 May 2,128 75.86 79.29 b. Calculate the average monthly holding-period returns and the standard de viation of these returns for the S&P 500 Index, Wal-Mart, and Target. c. Plot (1) the holding-period returns for Wal-Mart against the Standard & Poor's 500 Index, and (2) the Target holding-period returns against the Standard & Poor's 500 Index. (Use Figure 6-5 as the format for your graph.) d. From your graphs in part (c), describe the nature of the relationship between the stock returns for Wal-Mart and the returns for the S&P 500 Index. Make the same comparison for Target. e. Assume that you have decided to invest one-half of your money in Wal-Mart and the remainder in Target. Calculate the monthly holding-period returns for your two-stock portfolio. (Hint: The monthly return for the portfolio is the average of the two stocks' monthly returns.) f. Plot the returns of your two-stock portfolio against the Standard & Poor's 500 Index as you did for the individual stocks in part (C). How does this graph compare to the graphs for the individual stocks? Explain the difference. g. The following table shows the returns on an annualized basis that were realized from holding long-term government bonds for the same period. Calculate the average monthly holding-period returns and the standard deviations of these returns. (Hint: You will need to convert the annual returns to monthly returns by dividing each return by 12 months.) MONTH AND YEAR ANNUALIZED RATE OF RETURN Jun-13 2.30% Jul-13 2.58% Aug-13 2.74% Sep-13 2.81% Oct-13 2.62% Nov-13 2.72% Dec-13 2.90% Jan-14 2.86% Feb-14 2.71% Mar-14 2.72% Apr-14 2.71% May-14 2.56% Jun-14 2.60% Jul-14 2.54% Aug-14 2.42% Sep-14 2.53% Oct-14 2.30% Nov-14 2.33% Dec-14 2.21% Jan-15 1.88% Feb-15 1.98% Mar-15 2.04% 1.94% Apr 15 May:15 1.97% h. Now assuming that you have decided to invest equal amounts of money in Wal-Mart, Target, and long-term government securities, calculate the monthly returns for your three-asset portfolio. What are the average return and the standard deviation? i. Make a comparison of the average returns and the standard deviations for all the individual assets and the two portfolios that we designed (in parte and h). What conclusions can be reached by your comparison? j. According to Standard & Poor's, the betas for Wal-Mart and Target are 0.28 and 0.75, respectively. Compare the meaning of these betas relative to the stan- dard deviations calculated above. k. Assume that the current Treasury bill rate is 3 percent and that the expected market return is 10 percent. Given the betas for Wal-Mart and Target in part (1), estimate an appropriate rate of return for the two firms

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