Calculating and Analyzing Portfolio Bete
Calculating and Analyzing Portfolio Beta
In a three- to five-page paper (excluding the title page and references page), analyze your portfolio’s beta and provide an actual calculation (showing the math) of your portfolioâ€™s beta. For the second half of the paper, explain and interpret the portfolioâ€™s beta using the following scenarios.
The Standard & Poorâ€™s Corporation (S&P) experiences a 10% decline from todayâ€™s value;The S&P experiences a 20% increase from todayâ€™s value.
Would you consider your portfolio to be a bull or a bear in the above scenarios? Be sure to use the financial formulas provided in this weekâ€™s readings. Your paper must be comprehensive and include specific insights as to why your portfolioâ€™s beta reacts to market conditions. Your paper must be formatted according to APA style as outlined in the Ashford Writing Center, and it must include at least two scholarly sources (in addition to the text).