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J.P. Morgan Asset Management publishes information about nancial investments. Over the past 10 years, the expected return for the S&P 500 was 5.04% with a

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J.P. Morgan Asset Management publishes information about nancial investments. Over the past 10 years, the expected return for the S&P 500 was 5.04% with a standard deviation of 19.45% and the expected return over that same period for a core bonds fund was 5.78% with a standard deviation of 2.13%.'r The publication also reported that the correlation between the S&P 500 and core bonds is 0.32. J.P. Morgan Asset Management also reported that the expected return for real estate investment trusts (REITs) was 13.07% with a standard deviation of 23.17%. The correlation between the S&P 500 and REITs is 0.74 and the correlation between core bonds and REITs is -0.04. (Past performance is no guarantee of future results.) You are considering portfolio investments that are composed of an S&P 500 index fund and REITs as well as portfolio investments composed of a core bonds fund and RElTs. (a) (b) (C) (d) (e) Using the information provided, determine the covariance between the S&P 500 and REITs and between core bonds and REITs. (Round your answers to three decimal places.) S&P 500 and REITs 43.26 X core bonds and REITs Construct a portfolio that is 50% invested in an S&P 500 fund and 50% invested in REITs. In percentage terms, what are the expected return and standard deviation for such a portfolio? (Round your answer for the standard deviation to two decimal places.) expected return 5.41 X % standard deviation 9.44 ,X % Construct a portfolio that is 50% invested in a core bonds fund and 50% invested in REITs. In percentage terms, what are the expected return and standard deviation for such a portfolio? (Round your answer for the standard deviation to two decimal places.) expected return 5.63 X % standard deviation 3.71 X % Construct a portfolio that is 80% invested in a core bonds fund and 20% invested in REITs. In percentage terms, what are the expected return and standard deviation for such a portfolio? (Round your answer for the standard deviation to two decimal places.) expected return 5.19 X % standard deviation 15.43 X % which of the portfolios in parts (b), (c), and (d) would you recommend to an aggressive investor? why? The portfolio consisting of 50% core bonds and 50% REITs V is recommended for the aggressive investor because of its higher V return and moderate amount of risk. Which would you recommend to a conservative investor? Why? The portfolio consisting o, 80% core bonds and 20% REITs is recommended to the conservative investor because of its moderate return and low \\/ risk

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