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you want to design a portfolio that has a beta of zero. stock a has a beta of 1.69 and stock b's beta is also greater than 1. you are willing to include both stocks as well as a risk-free security in your portfolio. if your portfolio will have a combined value of $5,000, how much should you invest in stock b?

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Final answer:

To design a portfolio with a beta of zero, invest approximately $2,949.85 in Stock B.

Step-by-step explanation:

To design a portfolio with a beta of zero, you need to include a risk-free security along with the stocks. Beta measures the sensitivity of a stock's returns to the overall market returns. A beta of zero means that the stock's returns are not affected by market movements. Since Stock A has a beta of 1.69 and Stock B has a beta greater than 1, neither of these stocks alone will give you a portfolio with a beta of zero.

To calculate how much you should invest in Stock B, you need to use the formula:

Amount Invested in Stock B = Total Portfolio Value × Beta of Stock B / (Beta of Stock A + Beta of Stock B)

Given that the combined value of your portfolio is $5,000, we'll assume that the beta of Stock B is 2.

Amount Invested in Stock B = $5,000 × 2 / (1.69 + 2) = $2,949.85

Therefore, you should invest approximately $2,949.85 in Stock B to achieve a portfolio with a beta of zero.

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