Question

Taylor has a portfolio consisting of 100 shares of Koch, 600 shares of Apple, and 300 shares of Walmart. The current market prices for these 3 stocks are $276/share, $21/share, and $101/share respectively; the returns over the past year for these stocks were 86%, -20%, and -23% respectively; and the Beta's for each is 1.17, 1.51, and 1.10 respectively.

What are the portfolio weightings for each stock?

What was my portfolio return over the past year?

Answer 1

Weights = Market Value of Share / Portfolio Value

Stock	Qty	Price	Market Value	Weight
Koch	100	$ 276.00	$ 27,600.00	0.3915
Apple	600	$    21.00	$ 12,600.00	0.1787
Walmart	300	$ 101.00	$ 30,300.00	0.4298
Total	$ 70,500.00	1.0000

Portfolio Ret = Weighted avg ret of securities in that Portfolio.

Stock	Qty	Price	Market Value	Weight	Ret	Wtd Ret
Koch	100	$ 276.00	$ 27,600.00	0.3915	86%	33.67%
Apple	600	$    21.00	$ 12,600.00	0.1787	-20%	-3.57%
Walmart	300	$ 101.00	$ 30,300.00	0.4298	-23%	-9.89%
Portfolio Ret	20.21%