Portfolio Return:  This year so far, McDonalds (MCD) has earned 12% return.  During the same period Coca-Cola (KO) has earned a 8% return and Pepsi (PEP) has earned 15%.  If you have a portfolio made up of 20% MCD, 40% KO and 40% PEP, what is your portfolio return so far this year?

Q: Portfolio managers are frequently paid a proportion of the funds under management. Suppose you…

A: Data given:: a)Portfolio value at the end of year = $ 116 million b)Dividend yield = 6.6% = 0.066…

Q: ear-to-date, Oracle had earned a 15.0 percent return. During the same time period, Valero Energy…

A: Portfolio return =Security 1 return * Weight + Security n return * Weight

Q: Using the information below to calculate the following monthly returns for the portfolio.…

A: Return is a rate at which investment grows in different periods.

Q: Portfolio Return Year-to-date, Company O had earned a -7.6 percent return. During the same time…

A: Portfolio Return: Portfolio return is the weighted average return of securities which constitute the…

Q: Following is forecast for economic situation and Rachel’s portfolio returns next year, calculate the…

A: Probability Return on stock Mild recession 0.35 -5.00% Growth 0.45 15.00% Strong growth 0.2…

Q: You are evaluating the performance of two portfolio managers, and you have gathered annual return…

A: Year Manager X Return (%) (xi-x_) (xi-x_)2 Manager Y Return (%) (yi-y_) (yi-y_)2 1 -2.5 -7 49 -6.5…

Q: 5. You are evaluating the performance of two portfolio managers, and you have gathered annual return…

A: “Since you have posted a question with multiple sub-parts, we will solve first three sub-parts for…

Q: Rate of return Douglas Keel, a financial analyst for Orange Industries, wishes to estimate the rate…

A: given data for investment       X                                                         Y…

Q: 12f

A: Calculate the portfolio beta as follows: Portfolio beta = Coke(Weight * Beta) + Wal mart(Weight *…

Q: Marcus has an investment portfolio that paid the rate of return of 24.75%, -11%, - 30%, 19%, 15.5%,…

A: Arithmetic average is sum of all divided by number of return. Geometric return can be calculated by…

Q: Future value: CelebNav, Inc., had sales last year of $700,000, and the analysts are predicting…

A: The future value of an investment refers to the amount of money that we will have in the future if…

Q: An investment has had returns of 15 percent, 10 percent, -16 percent, and 27 percent over the last…

A: Year Return 1 15% 2 10% 3 -16% 4 27%

Q: ear-to-date, Oracle had earned a −1.34 percent return. During the same time period, Valero Energy…

A: Given that Oracle return=-1.34% Oracle Weight=30%=0.3 Valero Energy return= 7.96% Valero Energy…

Q: Consider a portfolio consisting of $ 10 million invested in the S&P 500 and $ 7.5 million…

A: Part (a): Calculation of VAR for one year: Answer: VAR for one year is loss of $1,052,174

Q: Year to date, Yum Brands had earned a 3.80 percent return. During the same time period, Raytheon…

A: Given:   Weight Return Yum brands 0.30 3.80% Raytheon 0.30 4.26% Coca cola 0.40 -0.46%

Q: Stock X, Stock Y, and the market have had the following returns over the past four years. Year 2018…

A: Required return: It refers to the return that is received by an investor on his investment. It is…

Q: In a perfect world where asset return is normally distributed. We have risk and return…

A: The expected return on a portfolio is the weighted average of the expected return s of the…

Q: David established an investment portfolio of two blue chips four years ago:  Gold share and Silver…

A: Since you have posted a question with multiple sub-parts, we will solve first three sub-parts for…

Q: You are evaluating the performance of two portfolio managers, and you have gathered annual return…

A: Honor code: Since multiple part question has been asked, therefore, as per our Q&A guidelines…

Q: You are evaluating the performance of two portfolio managers, and you have gathered annual return…

A: a.  Formula for calculations: Mean = sum of all the values / total of values Variance = Sum of all…

Q: A portfolio comprises Coke (beta of 1.2) and Wal-Mart (beta of 0.5). The amount invested in Coke is…

A: Beta of portfolio = ∑weight of stock *beta of stock

Q: A portfolio with a 25% standard deviation generated a return of 15% last year when T-bills were…

A: Given: Standard deviation 25%= 0.25 Average yearly return is 15%= 0.15 And T-bill of 4.5℅= 0.045

Q: P8-3 Portfolio Return At the beginning of the month, you owned $12,000 of Ford Motor, $18,000 of…

A: The effective return is the actual return that the company gets when it takes part in investments.

Q: What is the expected return of your portfolio if Jacob, Bella, and Edward have expected returns of…

A: Information Provided: Jacob investment = 30% Bella investment = 40% Edward investment = 30% Jacob…

Q: Calculate the required rate of return for National Corporation, assuming that investors expect a 5…

A: Rate of return is the percentage an investment provides in return of the total amount invested. It…

Q: 10. Portfolio Return Year-to-date, Company X had earned a +8% return. During the same time period,…

A: Note: It is a situation where multiple questions are asked and no question is specified to answer,…

Q: Year-to-date, Oracle had earned a -1.44 percent return. During the same time period, Valero Energy…

A: Portfolio return  = ( Weight 1 * Return 1) + ( weight 2 * Return 2) +...(weight n * Return n)

Q: Kunal Nayyar from California, had $50,000 in investments at the beginning of the year that consisted…

A: Given information: Investments at the beginning of the year is $50,000 a) Calculation of average…

Q: Suppose you invest Rs 600 in IBM and Rs 400 in Merc for a month. If the realized return is 2.5% on…

A: Overall return (%) on portfolio can be calculated as: = Sum of return on both the stocks / Initial…

Q: Year-to-date, Oracle had earned a −1.34% return. During the same time period, Valero Energy earned…

A: Return of portfolio can be determined by calculating the return of individual stock with respective…

Q: Suppose you makes a $1,000 initial investment today, a $4,000 additional investment at the end of…

A: Money-weighted index is the internal rate of return of the investment made. The IRR is the rate at…

Q: An analyst believes that economic conditions during the next year will either be strong, normal, or…

A: Expected return =P1*R1 +P2*R2+.......+Pn*Rn where P1,P2,Pn = Probability  R1,R2,Rn =return

Q: If you have a portfolio made up of 30 percent Yum Brands, 30 percent Raytheon, and 40 percent…

A: To determine the portfolio return, the formula for the weighted average cost of capital (WACC) can…

Q: Bingo Bank has a loan portfolio that worth $20,000. Using the below information, calculate the…

A: Portfolio is a bunch of assets or investments. Investors invest the money in various assets to…

Q: Year-to-date, Company O had earned a −2.10 percent return. During the same time period, Company V…

A: “Hey, since there are multiple questions posted, we will answer first question. If you want any…

Q: Your portfolio has provided you with returns of 8.6 percent, 14.2 percent, -3.7 percent, and 12.0…

A: The rate of return that an investor is earning from a particular investment in a particular time…

Q: Following is forecast for economic situation and Rachel’s portfolio returns next year, calculate the…

A: Expected return: It is a return expected by an investor from an investment according to the risk…

Q: You have run a regression of returns of Devonex, a machine tool manufacturer, against the S&P 500…

A: Please find the answer to the above question below:

Q: \ssume that you are working for nk and you have a portfolio with market valuation of £25,000,000 at…

A: We have to calculate the daily volatility.

Q: Consider an equal-weighted portfolio that comprises two assets: A and B. The monthly returns for…

A: To Find: X

Q: Year-to-date, Yum Brands had earned a 3.40 percent return. During the same time period, Raytheon…

A: Weight Return Yum brands 0.40 3.40% Raytheon 0.30 4.43% Coca cola 0.30 -0.50%

Q: portfolio had a Sharpe measure of ___

A: The risk-return ratio is known as the Sharpe Ratio. It is a measure of return generated over and…

Q: Strategic system Inc. expects to have net income of 800000 during the next year. Its target and…

A: Given: Debt = 40% Equity = 60% Capital budget = $1.2 million

Q: Leon has in his investment a portfolio that paid him the rate of returns of 14 %, -13%, 15.6%, 17%…

A: Portfolio management refers to the management of a portfolio under which the returns, deviation of…

Fringe Benefit Tax

Fringe benefits are in addition to the compensation that companies give to their employees. It is an additional benefit above the stated salary. It helps to keep the employees of the firm motivated as sometimes the only salary is not enough to retain the quality employees of the firm. There are different types of fringe benefits. Fringe benefits are given in both private as well as public enterprises.