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Rafael is an analyst at a wealth management firm. One of his clients holds a $5,000 portfolio that consists of four stocks. The investment allocation

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Rafael is an analyst at a wealth management firm. One of his clients holds a $5,000 portfolio that consists of four stocks. The investment allocation in the portfolio along with the contribution of risk from each stock is given in the following table: TIT Investment Standard Stock Allocation Beta Deviation Atteric Inc. (AI) 35% 0.900 38.00% Arthur Trust Inc. (AT) 20% 1.500 42.00% Lobster Supply Corp. (LSC) 15% 1.200 45.00% Transfer Fuels Co. (TF) 30% 0.500 49.00% Rafael calculated the portfolio's beta as 0.945 and the portfolio's expected return as 13.09%. Rafael thinks it will be a good idea to reallocate the funds in his client's portfolio. He recommends replacing Atteric Inc.'s shares with the same amount in additional shares of Transfer Fuels Co. The risk-free rate is 6 %, and the market risk premium is 7.50%. According to Rafael's recommendation, assuming that the market is in equilibrium, how much will the portfolio's required return change? O 1.21 percentage points O 1.05 percentage points O 0.82 percentage points O1.30 percentage points According to Rafael's recommendation, assuming that the market is in equilibrium, how much will the portfolio's required return change? O1.21 percentage points 1.05 percentage points 0.82 percentage points O1.30 percentage points Analysts' estimates on expected returns from equity investments are based on several factors. These estimations also often include subjective and judgmental factors, because different analysts interpret data in different ways. Suppose, based on the earnings consensus of stock analysts, Rafael expects a return of 13.54% from the portfolio with the new weights. Does he think that the revised portfolio, based on the changes he recommended, is undervalued, overvalued, or fairly valued? Fairly valued Overvalued Undervalued Suppose instead of replacing Atteric Inc.'s stock with Transfer Fuels Co.'s stock, Rafael considers replacing Atteric Inc.'s stock with the equal dollar allocation to shares of Company X's stock that has a higher beta than Atteric In everything else remains constant, the portfolio's risk would increase

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