Model portfolio and their associated values

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Reference no: EM13820147

Roger has just been hired as chief portfolio officer of Bear United Capital. As part of this new position, he has been asked to assemble a model portfolio from a set of assets. The assets in the model portfolio include the following:

	Weight	Expected Return	Actual Return
Stock A	0.2	0.05	0.09
Stock B	0.1	0.07	0.04
Stock C	0.25	0.12	0.14
Stock D	0.05	0.02	0.04
Stock E	0.1	0.04	0.01
Stock F	0.3	0.35	-0.02

Using the above assets from the model portfolio and their associated values, calculate the following:

The rate of return of the portfolio
The expected rate of return on the portfolio
Discuss your perception of the two returns and what is driving each in detail
Which return is a better measure of return on a portfolio, and when shouldyou use each?

Reference no: EM13820147

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