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I have purchased the stocks listed below. My portfolio beta is 1.031. Please answer the following questions: STOCKS MARKET VALUE BETA WEIGHT BETA * WEIGHT
I have purchased the stocks listed below. My portfolio beta is 1.031. Please answer the following questions:
STOCKS | MARKET VALUE | BETA | WEIGHT | BETA * WEIGHT |
TSLA | $ 25,099.20 | 1.64 | 0.076092 | 0.124791056 |
TWTR | $ 24,280.83 | 1.12 | 0.073611 | 0.082444423 |
GOOG | $ 23,865.60 | 1.08 | 0.072352 | 0.078140439 |
SBUX | $ 25,363.38 | 0.79 | 0.076893 | 0.060745478 |
DELL | $ 24,890.25 | 1.36 | 0.075459 | 0.102623755 |
MCD | $ 24,772.41 | 0.68 | 0.075101 | 0.051068947 |
WMT | $ 27,137.70 | 0.29 | 0.082272 | 0.023858919 |
AAPL | $ 25,159.68 | 1.28 | 0.076275 | 0.097632591 |
AMZN | $ 26,356.96 | 1.32 | 0.079905 | 0.105474866 |
NKE | $ 25,627.20 | 0.84 | 0.077693 | 0.06526197 |
FB | $ 26,576.62 | 1.06 | 0.080571 | 0.085405403 |
MSFT | $ 24,853.00 | 0.89 | 0.075346 | 0.067057685 |
DIS | $ 25,870.04 | 1.1 | 0.078429 | 0.086271931 |
SUM | $ 329,852.87 | 1 | 1.030777463 |
1.) Based on your portfolio beta, how does your current portfolio tend to react to overall market value changes in general?
2.) 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.
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