I've a set of 5 securities and their individual and portfolio SD/Mean etc. i had to choose random weightings for them but then have a question around minimizing CV.How do i find and graph of the distribution of the return of the portfolio?(what i have so far attached for reference - but just wondering what formula/concept i use to do so) Individual Portfolio AssetsAnnualizedAllocationMean ReturnsStdDevSharpe Ratio0.44TickersPercentageNameAllocation (w)(Volatility a)(H)6.24%WMT20.00% Walmart Inc0.2015.65%KO10.00% Coca-Cola Co0.104.06%14.89%0.31PFE5.00% Pfizer Inc.0.050.33%15.33%0.06cvs25.00% CVS Health Corp0.257.33%24.75%0.32BRK.A40.00% Berkshire Hathaway Inc. Class A0.409.53%16.05%0.63Portfolio Calculations (Annualized)ExpectedStdDev# AssetsAllocationSharpe RatioReturns(Volatility o)100.00%7.32%13.74%0.58Portfolio Coorelation MatrixWMTкоPFECVsBRK.AWMT1.0000.2400.0850,3480.318ко0.2400.9850.1400.3500.567PFE0.0850.1400.9680.1980.168CVs0.3480.3500.1980.9990.457BRK.A0.3180.5670.1680.4570.994Portfolio Annualized Covariance MatrixWMTкоPFECVsBRK.AWMT0.0270.0070.0040.0140.009ко0.0070.0280.0060.0140.016PFE0.0040.0060.0680.0130.007CVs0.0140.0140.0130.0590.018BRK.A0.0090.0160.0070.0180.027

In this question we will be showing the return on investment of $1000,000 portfolio after 20 years…

| Tickers WMT KO PFE CVS BRK.A # Assets WMT ко PFE CVS BRK.A WMT Ko 5 PFE CVS Allocation Percentage Name Individual Portfolio Assets 20.00% Walmart Inc 10.00% Coca-Cola Co 5.00% Pfizer Inc. 25.00% CVS Health Corp 40.00% Berkshire Hathaway Inc. Class A Portfolio Calculations (Annualized) Expected Returns Allocation 100.00% WMT 1.000 0.240 0.085 0.348 0.318 Portfolio Coorelation Matrix 7.32% WMT 0.027 0.007 0.004 0.014 КО 0.240 0.985 0.140 0.350 0.567 StdDev (Volatility o) 13.74% Portfolio Annualized Covariance Matrix КО 0.007 0.028 0.006 0.014 PFE 0.085 0.140 0.968 0.198 0.168 PFE 0.004 0.006 0.068 0.013 Allocation (w) 0.20 0.10 0.05 0.25 0.40 Sharpe Ratio 0.58 CVS 0.348 0.350 0.198 0.999 0.457 CVS 0.014 0.014 0.013 0.059 Mean Returns (μ) 6.24% 4.06% 0.33% 7.33% 9.53% BRK.A 0.318 0.567 0.168 0.457 0.994 BRK.A 0.009 0.016 0.007 0.018 Annualized StdDev (Volatility o) 15.65% 14.89% 15.33% 24.75% 16.05% Sharpe Ratio 0.44 0.31 0.06 0.32 0.63

| Tickers WMT KO PFE CVS BRK.A # Assets WMT ко PFE CVS BRK.A WMT Ko 5 PFE CVS Allocation Percentage Name Individual Portfolio Assets 20.00% Walmart Inc 10.00% Coca-Cola Co 5.00% Pfizer Inc. 25.00% CVS Health Corp 40.00% Berkshire Hathaway Inc. Class A Portfolio Calculations (Annualized) Expected Returns Allocation 100.00% WMT 1.000 0.240 0.085 0.348 0.318 Portfolio Coorelation Matrix 7.32% WMT 0.027 0.007 0.004 0.014 КО 0.240 0.985 0.140 0.350 0.567 StdDev (Volatility o) 13.74% Portfolio Annualized Covariance Matrix КО 0.007 0.028 0.006 0.014 PFE 0.085 0.140 0.968 0.198 0.168 PFE 0.004 0.006 0.068 0.013 Allocation (w) 0.20 0.10 0.05 0.25 0.40 Sharpe Ratio 0.58 CVS 0.348 0.350 0.198 0.999 0.457 CVS 0.014 0.014 0.013 0.059 Mean Returns (μ) 6.24% 4.06% 0.33% 7.33% 9.53% BRK.A 0.318 0.567 0.168 0.457 0.994 BRK.A 0.009 0.016 0.007 0.018 Annualized StdDev (Volatility o) 15.65% 14.89% 15.33% 24.75% 16.05% Sharpe Ratio 0.44 0.31 0.06 0.32 0.63

Survey of Accounting (Accounting I)

8th Edition

ISBN:9781305961883

Author:Carl Warren

Publisher:Carl Warren

Chapter15: Capital Investment Analysis

Section: Chapter Questions

Problem 15.5.2MBA: Financial leverage Costco Wholesale Corporation (COST) and Wel-Mart Stroes Inc. (WMT)reported the...

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