If you have a $500,000 equity portfolio with a 1.3 beta and the index rises 12% for the year and the T-bill rate is 3%, what is your expected ROI and year end value?

If you have a $500,000 fixed income portfolio with a 6.00 duration and the interest rates rise 60 bps.

What is your expected ROI and year end value?

Answer rating: 100% (QA)

To calculate the expected ROI and yearend value for the equity portfolio Step 1 Calculate the expect... View the full answer