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

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Simone is an analyst at a wealth management firm. One of her 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: Stock Atteric Inc. Arthur Inc. U Corp. Transfer Fuels Co. Investment Allocation Beta 0.900 1.500 1.100 0.400 1.62% 1.51% 1.31% 1.02% 35% 20% 15% 30% Standard Deviation 0.23% 0.27% 0.30% 0.34% Simone calculated the portfolio's beta as 0.900 and the portfolio's expected return as 12.75%. hone thinks it will be a good idea to reaocate the funds in her client's portfollo. She recommends replacing Atteric Inc.'s shares with the same amount in additional shares of Transfer Fuels Co. The risk-free rate is 6.00%, and the market risk premium is 7.50%. According to Simone's recommendation, assuming that the market is in equilibrium, how much will the portfolio's required return change? 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, Simone expects a return of 11.46% 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? Simone calculated the portfolio's beta as 0.900 and the portfolio's expected return as 12.75%. Simone thinks it will be a good idea to reallocate the funds in her client's portfolio. She recommends replacing Atteric Inc.'s shares with the same amount in additional shares of Transfer Fuels Co. The risk-free rate is 6.00%, and the market risk premium is 7.50%. According to Simone's recommendation, assuming that the market is in equilibrium, how much will the portfolio's required return change? 1.62% 1.51% 1.31% 1.02% 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, Simone expects a return of 11.46% 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? Undervalued Overvalued Fairly valued Suppose instead of replacing Atteric Inc.'s stock with Transfer Fuels Co.'s stock, Simone 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 Inc.. If everything else remains constant, the portfolio's beta would , and the required return from the portfolio would

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