Ivey Publishing
Alex Sharpe's Portfolio
Product Number:
9B08N020
Publication Date:
07/29/2008
Revised Date:
05/10/2017
Length:
4 pages (2 pages of text)
BestSeller:
2017; 2015
Product Type:
Case (Gen Exp)
Source:
Ivey
Alex Sharpe's Portfolio provides an introduction to the Capital Asset Pricing Model (CAPM), portfolio diversification and risk management. Sharpe currently holds the Vanguard 500 Index Fund, but is considering a more active management strategy. Students must assess the risk of the two stocks she is considering adding to her portfolio. Students are provided with monthly stock returns and must calculate the standard deviations of the individual stocks and of the portfolios when one of the stocks is added to it. Students must calculate the stock's beta using regression and will learn that beta is the appropriate measure of risk to use in decision making since risk-averse investors do not hold stocks in isolation.
Issues:
Disciplines:
Finance
Industries:
Finance and Insurance
Setting:
United States, 2007
Intended Audience:
Undergraduate
Price:
$4.25 CAD / $4.25 USD Printed Copy
$3.75 CAD / $3.75 USD Permissions
$3.75 CAD / $3.75 USD Digital Download
Associated Materials
Supplements: 7B08N020 (55 KB)
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