Calculate the optimal allocation of stocks, Financial Accounting

Assignment Help:

A) Suppose you have two stocks (A and B) in your portfolio, worth $400,000 and $600,000 respectively. The annual volatility is 0.30 and 0.35 respectively. The correlation between the two stocks is 0.42. Please calculate the 10-day, 95% VaR for the two positions separately and for the portfolio. How much is the VaR reduction in the portfolio? Re-calculate the portfolio VaR and VaR reduction assuming a correlation of 0.9. What can you conclude? (Hint: for accuracy and convenience, it is a good idea to set up the calculation in a spreadsheet. Also, assume 252 days in a year.) 

B) Suppose you add Stock C to your portfolio. Stock C has an annual volatility of 0.25. The correlations are ρAB=0.42, ρAC=0.20, and ρBC=0.33. Keeping the total investment at $1,000,000, and assuming that achieving the lowest VaR is the only objective, what is optimal allocation among the three stocks? (Hint: please Solver in Excel.)  

 


Related Discussions:- Calculate the optimal allocation of stocks

Survivorship policy, SURVIVORSHIP POLICY The partners may take out a su...

SURVIVORSHIP POLICY The partners may take out a survivorship policy to safeguard against future cashflow problems incase a partner dies or the business is dissolved. E.g. incas

Agreements to settle property-bankruptcy and liquidation, Agreements to set...

Agreements to settle property The trustee is not bound by such an agreement if it remains executory. If property has already been settled, the trustee can recover it unless it

Prepare the additional journal entry, In the current year, Madison Corporat...

In the current year, Madison Corporation had $50,000 of taxable income at a tax rate of 25%. During the year, Madison began offering warranties on its products and has a warranty l

Calculate operating cash flow , Question 1 The following information s...

Question 1 The following information should be used for questions #1 through #7: Jersies, Inc financial statement data.   2009 2010

Debit and credit ., How can we differentiate debit and credit

How can we differentiate debit and credit

Revenue and expense accounts, Are revenue and expense accounts permanent ac...

Are revenue and expense accounts permanent accounts and should not be closed at the end of the accounting period?

Dividend, Between 1986 and 2000 Textron dividend changes were described by ...

Between 1986 and 2000 Textron dividend changes were described by the following equation: DIVt " DIVt"1 ! .36(.26 EPSt " DIVt"1) What do you think were (a) Textron’s target payout r

Trust accounts-breach of law-trusts accounts, TRUST ACCOUNTS (a) Obje...

TRUST ACCOUNTS (a) Object of trust accounts : To demonstrate that the trust funds have been applied in accordance with the trust instrument; To give details of tra

estimate the total synergies, Dietz&Dow Industries (DDI) makes an unexpect...

Dietz&Dow Industries (DDI) makes an unexpected takeover bid for Hein & Hillgen Instruments (HHI). DDI offers to pay $50 per share of HHI, which represents a 25% premium over the pr

Write Your Message!

Captcha
Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd