a. Fill the blanks in the table below for a quarterly comparison of sectors with the S&P
Question:
b. Did the portfolio manger under- or over perform the S&P 500?
c. Which sector made the largest positive contribution?
d. Which sector made the largest negative contribution?
Transcribed Image Text:
(6) Section Differenc (4)(5) O (7) Sector Allocation Portfolio (2) S&P esin Portfoli S&P Under- Weighti Weighti Weightin o Sector Ketur performan Contribution Retum n се Telecommunicati 2.7% 5.8% 2.0% 3.3% ons services Utilities Information technology Materials Financials 3.2 1.8 15.5 18.2 5.9 2.6 5.2 12.1 10.8 2.5 18.1 13.3 1.8 2.0 3.0 3.8 5.0 onsumer discretionary Industrials Energy Health care 15.2 9.1 17.1 4.2 12.1 7.8 11.9 6.6 5.0 9.0 4.8 12.5 4.3 10.6 1.2 Consumer staples
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Related Book For
Fundamentals of Investment Management
ISBN: 978-0078034626
10th edition
Authors: Geoffrey Hirt, Stanley Block
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