Portfolio owned at the beginning of the month along with the monthly returns are as follows -
Company Name | Asset Value in $ | Return |
G | 6200 | 7.65% |
S | 8400 | -1.54% |
N | 1800 | -0.19% |
Total | 16400 | ? |
The returns on the portfolio are calculated as the weighted average of the returns on all the assets held in the portfolio.
Formula for Return on Portfolio (as returns are for one period and also for same period) -
wherein, w = weight and r = return on asset
Return on Portfolio (Rp) =(weightA*return on assetA)+ (weightB*return on assetB)+...(weightZ*return on assetZ)
Computation of weights, as follows -
Total Amount invested as per above table is $16,400
Weight of Asset- Company G, Wg = $6200/$16,400 = 0.38
Weight of Asset- Company S, Ws = $8400/$16,400 = 0.51
Weight of Asset- Company N, Wn = $1800/$16,400 = 0.11
Now, Computation of return on portfolio as follows -
Rp = (0.38*7.65%) + (0.51*-1.54%) + (0.11*-0.19%)
Rp= 2.91% + (-0.79%) + (-0.02%)
Rp= 2.10%
Hence, the portfolio return held during the beginning of the month as summarised in above table is 2.10%
Option-2 is the correct answer
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