analyzing the below portfolio's beta and providing an actual calculation (showing the math) of your portfolio's beta.
Question:
analyzing the below portfolio's beta and providing an actual calculation (showing the math) of your portfolio's beta. For the second explain and interpret the portfolio's beta using the following scenarios.
- The Standard & Poor's Corporation (S&P) experiences a 10% decline from today's value;
- The S&P experiences a 20% increase from today's value.
Here is my portfolio:
Company : Verizon Wireless, 100 shares. rate per unit $58.20, returns on yield 28.41%. investment amount $5,820 P/E ratio $12.52
Company: HCA Healthcare Inc. Corporate bond. Returns or yield 1.99% current price $105.62 coupon rate 6.25% maturity 2/15/2021
Company: Fidelity Learning Center. Mutual Fund P/E $116.01.
Company: Facebook. 100 options. Rate of unit $18.93. investment amount $1,893 maturity date 9/18/2020
Company: MARCUS. Certificate of deposit. Returns or yield 0.60%. investment amount $7,934.66
Thank you for your help!
Intermediate Financial Management
ISBN: 978-1111530266
11th edition
Authors: Eugene F. Brigham, Phillip R. Daves