What is the basic trading strategy of Ms. Wolfe? How can she add value in this manner?

Some clients are not happy that Beta only used an index mutual fund instead picked its own stocks? What do you think?

If you were Ms. Wolfe, will you add the suggested two individual stocks in her portfolios? If yes, which stock will you pick up?

Calculate the beta, volatility and average return of California REIT and Brown in past year. Calculate the beta, volatility and average return of the portfolio consisting of 99% index fund and 1% individual stock.