Shavonne Thistlethwait has a portfolio of 5 stocks. Xhe currently has 12.80% of the portfolio invested in (The Travelers Companies inc.) in the Property & Casualty Insurance sector, 13.90% in (Varian Medical Systems) in the Health Care Equipment sector, 18.60% in (Valero Energy in the Ol & Gas Refining & Marketing sector, 14.70% in (JM Smucker) in the Packaged Foods & Meats sector 40.00% in (Inti Flavors & Fragrances in the Specialty Chemical sector. They have expected returns of 14.65%, 4.44%, 14.47%, 5,56%, 11.77% respectively--what is the expected return on the portfolio