Evaluate a portfolio using descriptive statistics Evaluate a portfolio using sampling and Estimation techniques 5 What insights have been gained about using descriptive statistics to evaluate your portfolio's performance? Initial Portfolio Data to be used for examples in lectures. Data used to illustrate how to respond to the weekly questions asked in each weekly tab. \begin{tabular}{|c|c|c|c|c|c|c|c|c|c|c|c|c|c|c|} \hline Investment Name & Quanity & Initial purchase Price & 1/31/16 & 2/29/16 & 3/31/16 & 4/30/16 & 5/31/16 & 6/30/16 & 7/31/16 & 8/31/16 & 9/30/167 & 10/31/16 & 11/30/16 & 12/31/16 \\ \hline Pub. Traded Company & 200 & 10 & 2035 & 2014 & 2001 & 1980 & 2100 & 2080 & 2130 & 2145 & 2190 & 2150 & 2100 & 2087 \\ \hline Corp Bond & 1 & 800 & 808 & 816.08 & 824.24 & 832.48 & 840.81 & 849.22 & 857.71 & 866.29 & 874.95 & 883.70 & 892.53 & 901.46 \\ \hline Mutual Fund & 250 & 15 & 4000 & 3750 & 3200 & 2975 & 3800 & 3750 & 4050 & 4100 & 4215 & 4185 & 4135 & 4095 \\ \hline Option & 100 & 12.6 & 1300 & 1350 & 1275 & 1350 & 1385 & 1430 & 1480 & 1500 & 1470 & 1500 & 1550 & 1600 \\ \hline Renewable CD & 1 & 2000 & 2010 & 2020.05 & 2030.15 & 2040.301 & 2050.503 & 2060.755 & 2071.059 & 2081.414 & 2091.821 & 2102.28 & 2112.7917 & 2123.356 \\ \hline \multirow[t]{3}{*}{ Total value at end of period: } & & 9810 & 10153 & 9950.13 & 9330.391 & 9177.784 & 10176.31 & 10169.97 & 10588.77 & 10692.7 & 10841.77 & 10820.98 & 10790.326 & 10806.82 \\ \hline & & & & & & & & & & & & & & \\ \hline & & & & & & & & & & & & & & 1.101612 \\ \hline \end{tabular} 4 If we were to assume that this portfolio consists of a random sample of each investment group, and we were interested in making an inference about the populations, what - if anything - would need to change in our estimates? Why? The standard deviations above are for populations, we would need to treat the portfolio as a sample and use sample standard deviations. Evaluate a portfolio using descriptive statistics Evaluate a portfolio using sampling and Estimation techniques 5 What insights have been gained about using descriptive statistics to evaluate your portfolio's performance? Initial Portfolio Data to be used for examples in lectures. Data used to illustrate how to respond to the weekly questions asked in each weekly tab. \begin{tabular}{|c|c|c|c|c|c|c|c|c|c|c|c|c|c|c|} \hline Investment Name & Quanity & Initial purchase Price & 1/31/16 & 2/29/16 & 3/31/16 & 4/30/16 & 5/31/16 & 6/30/16 & 7/31/16 & 8/31/16 & 9/30/167 & 10/31/16 & 11/30/16 & 12/31/16 \\ \hline Pub. Traded Company & 200 & 10 & 2035 & 2014 & 2001 & 1980 & 2100 & 2080 & 2130 & 2145 & 2190 & 2150 & 2100 & 2087 \\ \hline Corp Bond & 1 & 800 & 808 & 816.08 & 824.24 & 832.48 & 840.81 & 849.22 & 857.71 & 866.29 & 874.95 & 883.70 & 892.53 & 901.46 \\ \hline Mutual Fund & 250 & 15 & 4000 & 3750 & 3200 & 2975 & 3800 & 3750 & 4050 & 4100 & 4215 & 4185 & 4135 & 4095 \\ \hline Option & 100 & 12.6 & 1300 & 1350 & 1275 & 1350 & 1385 & 1430 & 1480 & 1500 & 1470 & 1500 & 1550 & 1600 \\ \hline Renewable CD & 1 & 2000 & 2010 & 2020.05 & 2030.15 & 2040.301 & 2050.503 & 2060.755 & 2071.059 & 2081.414 & 2091.821 & 2102.28 & 2112.7917 & 2123.356 \\ \hline \multirow[t]{3}{*}{ Total value at end of period: } & & 9810 & 10153 & 9950.13 & 9330.391 & 9177.784 & 10176.31 & 10169.97 & 10588.77 & 10692.7 & 10841.77 & 10820.98 & 10790.326 & 10806.82 \\ \hline & & & & & & & & & & & & & & \\ \hline & & & & & & & & & & & & & & 1.101612 \\ \hline \end{tabular} 4 If we were to assume that this portfolio consists of a random sample of each investment group, and we were interested in making an inference about the populations, what - if anything - would need to change in our estimates? Why? The standard deviations above are for populations, we would need to treat the portfolio as a sample and use sample standard deviations