Question
Gather adjusted month end prices for a 10-stock portfolio consisting of the stocks listed below for the past 60 months (ending October 2020). Use this
Gather adjusted month end prices for a 10-stock portfolio consisting of the stocks listed below for the past 60 months (ending October 2020). Use this data to construct a value weighted portfolio. (You can get the market Capitalization data for each company from Yahoo.com).monthly returns of your portfolio and theS&P 500. (Use VFINX as the proxy for the S&P 500 returns).Assume the monthly risk free rate for the period was .2%. Calculate the portfolio statistics (listed on the template). Use the portfoliostatistics, and any other portfolio statistics you wish to calculate,to comment on the risk/return relationship of your portfolio versus the S&P500.
NameSymbol
Walt Disney CompanyDIS-US
Starbucks CorporationSBUX-US
Kellogg CompanyK-US
Halliburton CompanyHAL-US
U.S. BancorpUSB-US
Johnson & JohnsonJNJ-US
FedEx CorporationFDX-US
Microsoft CorporationMSFT-US
PPG Industries, Inc.PPG-US
Southern CompanySO-US
Please use the picture below as a template to answer this question
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Intermediate Financial Management
Authors: Eugene F. Brigham, Phillip R. Daves
11th edition
978-1111530266
