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Lab 08 Basic Data The yield curve on June 30th, 2011 was 1M0 3M0 Ella 1Yr 2Yr 3Yr 5Yr TYr 10Yr 20Yr 30Yr 680111 0.01

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Lab 08 Basic Data The yield curve on June 30th, 2011 was 1M0 3M0 Ella 1Yr 2Yr 3Yr 5Yr TYr 10Yr 20Yr 30Yr 680111 0.01 0.03 0.1 0.19 0.45 0.81 1.76 2.5 3.18 4.09 4.38 [This data is in the spreadsheet posted on the website). A bet that does not use insights from the concept of duration Suppose that, on June 30*. you bet that the 30 year ZCB yield would become even lower by September 30'\" and so you purchase 1000 USD worth of 30 year ZCB. How much money do you make or loose if you resell the bond on September 30th, 2011 and if the yield curve winds up as 1M0 3M0 8M0 1Yr 2Yr 3Yr 5Yr TYr 10W 20Yr 30Yr 9.80111 0.02 002 0.06 0.13 0.25 0.42 0.96 1.43 1.92 2.56 2.9 [This data is on the spreadsheet under the label Actual Scenario. because it is the actual yield curve for that date] How much money do you make or loose if you resell the bond on September 30th. 2011 and if all yields wind up are 2% higher than in the previous table: 1M0 3M0 5M0 1Yr 2Yr 3Yr 5Yr TYr 10Yr 20Yr 30Yr 9/30/11 2.02 2.02 2.06 2.13 2.25 2.42 2.96 3.43 3.92 4.66 4.9 [This data is on the spreadsheet under the label Alternative Scenario] Why are you loosing money under this alternative scenario? Why are you loosing money under this alternative scenario? A bet that uses insights from the concept of duration Now let us use the insight of immunization to construct a portfolio that will make money in both the actual and the alternative scenario shown above. Suppose that, in addition to buying 1000 USD worth of 30 year ZCB, you also short 5 year ZCB. Use the concept of duration to answer the following question. How much 5 year ZCB do you have to short to create a portfolio that would have the following property: in response to a 1% increase in interest rate, the amount of money you loose on your long position is approximately equal to the amount you would gain on your short position? With this portfolio, how much money do you make or loose in the two scenarios if, on September 30th, 2011, you re-sell the 30 year ZCB and close your short position in the 5 year ZCB? Can you find a scenario for the yield curve on September 30"1 that would make you loose money

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