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    Portfolio Management Report

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    Word Count: 3750 Word Count: 3750 Table Of Content Objective 2 Part A - Passively managed investment Optimal passive fund from historical data estimates Methodology overview 3 Steps in Practice 4 Optimal passive fund from CAPM model Applying CAPM 6 CAPM’s application 6 Steps in practice 6 Part B - Actively managed investment Problem defined 10 Solution: Black – Litterman Model 11 Application for Dow Jones Plus Fund 12 Review on the Portfolio 13 Conclusion 14 Part

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    Berkshire Hathaway

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    Berkshire Hathaway is an American multinational conglomerate holding company that oversees and manages various subsidiary companies (Berkshire Hathaway‚ 2011). The current members of the Board of Directors are Warren Buffett‚ Charlie Munger‚ Walter Scott Jr.‚ Thomas Murphy‚ Howard Graham Buffett‚ Ronald Olson‚ Donald Keough‚ Charlotte Guyman‚ David Gottesman‚ Bill Gates‚ Stephen Burke‚ and Susan Decker (Berkshire Hathaway Inc.‚ 2011). The primary job of the Board of Directors is to see that the

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    (10 points) Suppose CAPM works‚ and you know that the expected returns on Walmart and Amazon are estimated to be 12% and 10%‚ respectively. You have just calculated extremely reliable estimates of the betas of Walmart and Amazon to be 1.30 and 0.90‚ respectively. Given this data‚ what is a reasonable estimate of the risk-free rate (the return on a long-term government bond)? (Enter the answer with no more nor less than two decimal places‚ and leave off the % sign. For example‚ if your answer is 13

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    Cost of Capital

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    The Cost of Capital for Goff Computer‚ Inc. Rahul Parikh BUS650: Managerial Finance (MAH1209A) Dr Charles Smith March 18‚ 2012. The Cost of Capital for Goff Computer‚ Inc.: 1. Most publicly traded corporations are required to submit 10Q (quarterly) and 10K (annual) reports to the SEC detailing their financial operations over the previous quarter or year‚ respectively. These corporate fillings are available on the SEC Web site at www.sec.gov. Go to the SEC Web site‚ follow the “Search for

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    Etf2480

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    includes two additional explanatory variables to the standard CAPM. Specify the Fama-French Model and explain what these two additional explanatory variables are and what empirical evidence that Fama and French used to justify these two additional explanatory variables in the model. (c). Explain the problem of a dummy variable trap. (d). Discuss the consequences of including an irrelevant variable. Question 2: Consider the following CAPM model. where Rgt‚ Rft‚ and Rmt denote the returns on Gold

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    WACC= Weighted Average Cost of Capital re = cost of equity rd = cost of debt E = market value of equity D = Market value of debt t = tax rate 2. Calculate cost of equity using the Capital Asset Pricing Model (CAPM). Given are the values: Rf = 5.74% β = 0.8 Rm – rf = 5.9% Required to calculate the cost of equity re; using CAPM. It follows that from our formula Re = rf + β (Rm –rf) = 5.74% + 0.8 (5.9%) = 10.46% Assumptions: We decided to use the 20 year treasury risk free

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    The dividend growth rate is forecasted to be 6% forever. Risk-free rate is 3%‚ and market risk premium is 4%. Assume that Constant Dividend Growth Model and CAPM give you the same estimate of the cost of capital for equity‚ what is the beta of its stock? By the Constant Dividend Growth Model: Cost of Equity = D/P+g = 0.2/20+6%=7% By CAPM‚ cost of equity = R(f)+ beta * market risk premium = 3% + beta* 4%‚ Set this to be equal to 7%‚ solve for beta: beta=1 3. Firm ABC has a cost of equity of

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    Nike, Inc Cost of Capital

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    In Ms. Cohen’s calculation debt was 27% of total financing and equity was 73%. When using market value for equity those numbers change to 10.2% for debt and 89.8% for equity. 2. Using the following numbers and inputs‚ our WACC is 9.53%: To calculate the cost of debt the yield of Nike’s publicly traded debt is utilized: ● N = 40 (semi-annual coupon‚ 2 x 20) ● PV = $95.60 ● PMT = 3.375 (semi-annual coupon‚ half of 6.75) ● FV = 100 (Amount of debt in future) Inserting

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    1. Which of the following is an example of systematic risk?        IBM posts lower than expected earnings.        Intel announces record earnings.        The national trade deficit is higher than expected.        None of the above. 2. Which of the following is an example of unsystematic risk?        IBM posts lower than expected earnings.        The Fed raises interest rates unexpectedly.        The rate of inflation is higher than expected.        None of the above. 3. What

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    The Cost of Capital

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    with its growth objective? 2. How does Marriott use its estimate of its cost of capital? Does this make sense? 3. What is the weighted average cost of capital for Marriott Corporation? a. What risk free rate and risk premium did you use to calculate the cost of equity? b. How did you measure Marriott’s cost of debt? 4. If Marriott used a single corporate hurdle rate for evaluating investment opportunities in each of its lines of business‚ what would happen to the company over time? 5

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