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You invested in a balanced fund with target weights of 75% stocks, 20% bonds, and 5% cash. Relevant performance information for the benchmark (bogey) portfolio
You invested in a balanced fund with target weights of 75% stocks, 20% bonds, and 5% cash. Relevant performance information for the benchmark (bogey) portfolio and your investment portfolio are shown below. Questions 1-5 ask you to evaluate your portfolio's performance relative to the benchmark (bogey) portfolio. Round your calculations to no less than five decimal points (the equivalent of 3 decimal points on a percentage). What was the excess return on your portfolio relative to the benchmark (over-or under-performance)? 2 15 Portfolio Performance 18 Benchmark Performance Index Return Weight 9.00% 75.0% 2 80% 20.0% 0.10% 5.0% 100.0% Stocks Bonds Cash Return Weight 8.00% 80,0% 2.00% 100% 0.10% 10.0% 100.0% 21 24 -0.705% -0.43596 6 S 0.435% 30
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