What is the reward-to-variability ratio


Problem: For this problem, assume that you manage a risky portfolio with an expected rate of return of 17% and a standard deviation of 27%.  The T-bill rate is 7%.

Q1. Your client chooses to invest 70% of a portfolio in your fund and 30% in a T-bill money market fund.  What is the expected retrun and standard deviation of your client's portfolio?

Q2. Suppose your risky portfolio includes the following investments in the given proportions:

stock a  27%
stock b  33%
stock c  40%

What are the investment proportions of your client's overall portfolio, including the position in T-bills?

Q3. What is the reward-to-variability ratio of your risky portfolio and your client's overall portfolio?

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Finance Basics: What is the reward-to-variability ratio
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