Question

Calculate the portfolio allocations /weights (show all work in the table below and answer the questions at the end) Name SHARES PRICE Total Value $ Weights APPLE 100 CHIPOTLE 100 John Deer 100 Bank of America 100 WALMART 100 COACH 100 Go to Yahoo Finance and research the closing price of each of these stocks as of November 5th, 2018. Then do the following A. Enter the prices under the prices column. B. Calculate the total value C. Calculate Weights D. Where did you invest most of your money? E. Where did you invest the least amount of money?

Answer 1

A. Prices are as on November 5, 2018

B. Total Value is Shares*Price

C. Weights have been calculated as Investment in particular stock / Total Investment

D. As per total $ value most of the money was invested in Chipotle $46,965

E. As per total $ value least amount of money was invested in Bank of America $2,806