How an investor chooses best portfolio of stock to hold


Problem

• Understand how capital gains and percentage returns are calculated.

• Explain the difference between average stock returns and risk-free returns.

• Explain how the Sharpe Ratio is used to manage risk.

• Describe the significance of US equity risk premiums as a method of comparison with other countries.

• Describe how variance and standard deviation are used to measure the variability of individual stocks.

• Explain how an investor chooses the best portfolio of stock to hold.

• Discuss how diversification is used to mitigate risk in the portfolio.

• Describe the relationship between risk and expected return (CAPM).

• Explain how the risk-free rate, market risk premium and stock beta are used to calculate expected returns using the capital asset pricing model (CAPM).

• Explain how cyclicality of revenues and operating leverage help determine beta.

• Describe the dividend discount model (DDM) approach and how is it different than CAPM.

• Understand how to calculate the weighted average cost of capital to determine the optimum level of debt and equity to finance an investment.

• What derivatives are and how are they used to manage risk.

• Distinguish between forward contracts and future contracts.

• Compare and contrast the various types of swap contracts.

The response must include a reference list. Using Times New Roman 12 pnt font, double-space, one-inch margins, and APA style of writing and citations.

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Financial Management: How an investor chooses best portfolio of stock to hold
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