Tableau Dashboard Activity 4 (Static) Part 1 A financial manager is reviewing three potential portfolios. His...

Transcribed Image Text:

Tableau Dashboard Activity 4 (Static) Part 1 A financial manager is reviewing three potential portfolios. His goal is to find the best portfolio structure for each of his three new clients: Client Risk A. Verse, Client Steady Dozit, and Client Risky Roller. Each of his new clients has $10,000 to Invest. The following Tableau Dashboard provides Information on the three possible portfolios and stock returns. Required: 1. What is the value of small-cap stock Investment In Portfolio A? 2. What is the value of mid-cap stock Investment In Portfolio B? 3. What is the value of large-cap stock Investment In Portfolio C? Complete this question by entering your answers in the tabs below. Required 1 Required 2 Required 3 What is the value of large-cap stock investment in Portfolio C? Portfolio C large-cap stock invesment value < Required 2 Required 3 > Tableau Dashboard Activity 4 (Static) Part 2 A financial manager is reviewing three potential portfolios. His goal is to find the best portfolio structure for each of his three new clients: Client Risk A. Verse, Client Steady Dozit, and Client Risky Roller. Each of his new clients has $10,000 to Invest. The following Tableau Dashboard provides Information on the three possible portfolios and stock returns. Required: 1. What is the percentage of mid-cap stock Investment In Portfolio A? 2. What is the percentage of large-cap stock Investment In Portfolio B? 3. What is the percentage of small-cap stock Investment In Portfolio C? Complete this question by entering your answers in the tabs below. Required 1 Required 2 Required 3 What is the percentage of mid-cap stock investment in Portfolio A? Note: Enter your answers as a whole percent. Portfolio A mid-cap stock invesment percentage < Required 1 Required 2 > Tableau Dashboard Activity 4 (Static) Part 3 A financial manager is reviewing three potential portfolios. His goal is to find the best portfolio structure for each of his three new clients: Client Risk A. Verse, Cllent Steady Dozit, and Client Risky Roller. Each of his new clients has $10,000 to Invest. The following Tableau Dashboard provides information on the three possible portfolios and stock returns. Required: 1. What is the expected return on Portfolio A? Portfolio B? Portfolio C? 2. With no further Information, the financial manager decides to select the portfolio with the highest return and Invest each of his three client's money Into Individual portfolios with the given splits by stock type. Which portfolio will he select for all of his clients? 3. Given the nature of his clients, he fears he may be missing something in his portfolio assessments. What other factors do you think Risk A. Verse, Steady Dozit, and Risky Roller may be interested in before they decide to invest in the advised portfolio? Complete this question by entering your answers in the tabs below. Required 1 Required 2 Required 3 What is the expected return on Portfolio A? Portfolio B? Portfolio C? Note: Enter your answers as a percent rounded to two decimal places (i.e., .2345 would be entered as 23.45). Portfolio A expected return Portfolio B expected return Portfolio C expected return < Required 1 Required 2 > Tableau Dashboard Activity 4 (Static) [The following Information applies to the questions displayed below.] Stock Portfolios Stock Values Across Portfolios $10,000 $2,000 $2,500 15% $8,000 $5,000 $3,000 $6,000 10% $5,000 $4,000 $3,000 5% $5,000 $2,000 $2,000 $2,500 09 g 00 B 20.00% A Stock Large-cap Mid-cap Small-cap Expected Returns Large-cap Mid-cap Small-cap Portfolio Investment Percentage by Stock 50.00% 50.00% 30.00% ***View on Tableau Public B C 20.00% 25.009 25.00% 30.00% 50.00% n Share Tableau Dashboard Activity 4 (Static) Part 1 A financial manager is reviewing three potential portfolios. His goal is to find the best portfolio structure for each of his three new clients: Client Risk A. Verse, Client Steady Dozit, and Client Risky Roller. Each of his new clients has $10,000 to Invest. The following Tableau Dashboard provides Information on the three possible portfolios and stock returns. Required: 1. What is the value of small-cap stock Investment In Portfolio A? 2. What is the value of mid-cap stock Investment In Portfolio B? 3. What is the value of large-cap stock Investment In Portfolio C? Complete this question by entering your answers in the tabs below. Required 1 Required 2 Required 3 What is the value of large-cap stock investment in Portfolio C? Portfolio C large-cap stock invesment value < Required 2 Required 3 > Tableau Dashboard Activity 4 (Static) Part 2 A financial manager is reviewing three potential portfolios. His goal is to find the best portfolio structure for each of his three new clients: Client Risk A. Verse, Client Steady Dozit, and Client Risky Roller. Each of his new clients has $10,000 to Invest. The following Tableau Dashboard provides Information on the three possible portfolios and stock returns. Required: 1. What is the percentage of mid-cap stock Investment In Portfolio A? 2. What is the percentage of large-cap stock Investment In Portfolio B? 3. What is the percentage of small-cap stock Investment In Portfolio C? Complete this question by entering your answers in the tabs below. Required 1 Required 2 Required 3 What is the percentage of mid-cap stock investment in Portfolio A? Note: Enter your answers as a whole percent. Portfolio A mid-cap stock invesment percentage < Required 1 Required 2 > Tableau Dashboard Activity 4 (Static) Part 3 A financial manager is reviewing three potential portfolios. His goal is to find the best portfolio structure for each of his three new clients: Client Risk A. Verse, Cllent Steady Dozit, and Client Risky Roller. Each of his new clients has $10,000 to Invest. The following Tableau Dashboard provides information on the three possible portfolios and stock returns. Required: 1. What is the expected return on Portfolio A? Portfolio B? Portfolio C? 2. With no further Information, the financial manager decides to select the portfolio with the highest return and Invest each of his three client's money Into Individual portfolios with the given splits by stock type. Which portfolio will he select for all of his clients? 3. Given the nature of his clients, he fears he may be missing something in his portfolio assessments. What other factors do you think Risk A. Verse, Steady Dozit, and Risky Roller may be interested in before they decide to invest in the advised portfolio? Complete this question by entering your answers in the tabs below. Required 1 Required 2 Required 3 What is the expected return on Portfolio A? Portfolio B? Portfolio C? Note: Enter your answers as a percent rounded to two decimal places (i.e., .2345 would be entered as 23.45). Portfolio A expected return Portfolio B expected return Portfolio C expected return < Required 1 Required 2 > Tableau Dashboard Activity 4 (Static) [The following Information applies to the questions displayed below.] Stock Portfolios Stock Values Across Portfolios $10,000 $2,000 $2,500 15% $8,000 $5,000 $3,000 $6,000 10% $5,000 $4,000 $3,000 5% $5,000 $2,000 $2,000 $2,500 09 g 00 B 20.00% A Stock Large-cap Mid-cap Small-cap Expected Returns Large-cap Mid-cap Small-cap Portfolio Investment Percentage by Stock 50.00% 50.00% 30.00% ***View on Tableau Public B C 20.00% 25.009 25.00% 30.00% 50.00% n Share