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Bill Dukes has $100,000 invested in a 2-stock portfolio. $62,500 is invested in Stock X and the remainder is invested in Stock Y. X's beta is 1.50 and Y's beta is 0.70. What is the portfolio's beta? Do not round your intermediate calculations. Round the final answer to 2 decimal places.

a. 1.20
b. 1.44
c. 0.90
d. 1.56
e. 1.14

User Gypaetus
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1 Answer

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Final answer:

The portfolio's beta is calculated as a weighted average of individual stocks' betas and it is found to be 1.20.

Step-by-step explanation:

To calculate the portfolio's beta, one must take a weighted average of the betas of the individual stocks in the portfolio. The formula to calculate portfolio beta (βp) is given by:

βp = (x₁ * β₁) + (x₂ * β₂)

where x₁ and x₂ represent the proportion of the total portfolio value invested in Stock X and Stock Y respectively, and β₁ and β₂ are the beta values for Stock X and Stock Y.

In this case:

  • $62,500 is invested in Stock X, which represents (62500/100000) or 62.5% of the portfolio.
  • The remainder, which is $37,500, is invested in Stock Y, representing (37500/100000) or 37.5% of the portfolio.
  • Stock X has a beta of 1.50.
  • Stock Y has a beta of 0.70.

Using the formula:

βp = (0.625 * 1.50) + (0.375 * 0.70)

βp = 0.9375 + 0.2625

βp = 1.20

Therefore, the portfolio's beta is 1.20, which corresponds to option a.

User Lamba
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