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Based on your portfolio beta, how does your current portfolio tend to react to overall market value changes in general? Include direction and volatility. If
Based on your portfolio beta, how does your current portfolio tend to react to overall market value changes in general? Include direction and volatility.
If the market goes up or down 10%, how would you expect your portfolio to react, given your portfolio beta? Provide a % return up or down for this last question (show your work/calculations).
Symbol | Market Value | Beta | Weight | Beta Weight |
AAPL | 159.69 | 1.20 | 0.02 | 0.02 |
AMZN | 2,777.45 | 1.09825 | 0.36 | 0.39 |
APRN | 7.50 | -3.62318 | 0.00 | (0.00) |
AVLR | 99.56 | 0.71466 | 0.01 | 0.01 |
CMCSA | 48.46 | 0.93772 | 0.01 | 0.01 |
CVS | 104.86 | 0.85854 | 0.01 | 0.01 |
DIS | 133.60 | 1.1887 | 0.02 | 0.02 |
GOOG | 2,584.80 | 1.05794 | 0.33 | 0.35 |
MCD | 249.85 | 0.59765 | 0.03 | 0.02 |
NFLX | 359.70 | 0.81769 | 0.05 | 0.04 |
NKE | 143.99 | 0.91967 | 0.02 | 0.02 |
TSLA | 937.41 | 1.98105 | 0.12 | 0.24 |
TWTR | 33.62 | 0.69493 | 0.00 | 0.00 |
TXN | 178.33 | 0.92152 | 0.02 | 0.02 |
7,818.82 | 1.00 | 1.14 |
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