|
S Sector |
Portfolio Weighting |
(2) S&P Weighting |
(3) Differences in Weighting |
(4) Portfolio Return |
(5) S&P Return |
(6) Sector Over- or Under Performance |
(7) = (3) x (6) Sector Allocation Contributions |
|
T Telecommunications Services |
3.10% |
5.90% |
A. (2.80%) |
2.50% |
3.10% |
K. (-0.60%) |
U. (-1.68%) |
|
U Utilities |
7.50% |
3.80% |
B. 3.70% |
3.10% |
1.90% |
L. 1.20% |
V. 4.44% |
|
I Information Tech |
14.30% |
17.90% |
C. (-3.60%) |
4.90% |
3.20% |
M. 1.70% |
W. (6.12%) |
|
Materials |
6.30% |
3.70% |
D. 2.60% |
4.80% |
5.10% |
N. (-0.50%) |
X. (1.30%) |
|
Financals |
13.40% |
17.10% |
E. (-3.70%) |
6.20% |
4.80% |
O. 1.40% |
Y. (5.18%) |
|
Consumer Discretionary |
12.70% |
13.50% |
F. (-0.80%) |
2.10% |
4.00% |
P. (-1.90%) |
Z. 1.52% |
|
In Industrials |
14.10% |
11.90% |
G. 2.20% |
4.90% |
3.10% |
Q. 1.80% |
AA. 3.96% |
|
Energy |
8.40% |
8.00% |
H. 0.40% |
3.70% |
8.60% |
R. (-4.90%) |
BB. (-1.96%) |
|
H Healthcare |
15.30% |
11.70% |
I. 3.60% |
9.80% |
5.70% |
S. 4.10% |
CC. 14.76% |
|
Consumer Staples |
4.90% |
6.50% |
J. (-1.60%) |
1.50% |
13.20% |
T. (-11.70%) |
DD. 18.72% |
3. Which sector turned in the greatest positive contribution to the portfolio’s performance? Explain why this investment made the greatest positive contribution based on the differences in weighting and the sector over- or under- performance.
H healthcare turned in the greatest positive contribution to the portfolio's performance. because sector under / over performance is considered good is 4.10% and difference in weighing is 3.60%. portfolio weighting 15.30 % is greater than S&P weighting 11.70% so the difference in weighting is 3.60%. Also the portfolio return 9.80% is greater than S&P return 5.70% .so the sector over or under performance is 4.10%.
S Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P...
Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P Return (6) Sector Over- or Under Performance (7) = (3) x (6) Sector Allocation Contributions Telecommunications Services 3.10% 5.90% A. (2.80%) 2.50% 3.10% K. (-0.60%) U. (-1.68%) Utilities 7.50% 3.80% B. 3.70% 3.10% 1.90% L. 1.20% V. 4.44% Information Technology 14.30% 17.90% C. (-3.60%) 4.90% 3.20% M. 1.70% W. (6.12%) Materials 6.30% 3.70% D. 2.60% 4.80% 5.10% N. (-0.50%) X. (1.30%) Financials 13.40% 17.10% E....
-Did the performance turned in by the investment manager underperform or outperform the S&P 500? By how much? Show your work. Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P Return (6) Sector Over- or Under Performance (7) = (3) x (6) Sector Allocation Contributions Telecommunications Services 3.10% 5.90% A. (2.80%) 2.50% 3.10% K. (-0.60%) U. (-1.68%) Utilities 7.50% 3.80% B. 3.70% 3.10% 1.90% L. 1.20% V. 4.44% Information Technology 14.30% 17.90% C. (-3.60%)...
Fill in the missing values in the table above for a quarterly comparison of sectors with the S&P 500 Index. Remember when performing calculations that the numbers shown are percentage values. Record your answers as percentage values to two decimal places. Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P Return (6) Sector Over- or Under Performance (7) = (3) x (6) Sector Allocation Contributions Telecommunications Services 3.10% 5.90% A 2.50% 3.10% K U...