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Mean-variance analysis

Total questions: 15

Worksheet time: 52mins

Name
Class
Date
1.

Below are all types of return except:

a)

Actual return

b)

Expected return

c)

Possible return

d)

Required return

2.

Which of the following is an example of systematic risk?

a)

BHP Billiton posts lower than expected earnings.

b)

Woolworths announces record earnings.

c)

The government raises interest rates unexpectedly.

d)

Coca-Cola announces higher than expected earnings

3.

Investors can eliminate what type of risk by diversifying?

a)

Systematic risk

b)

Unsystematic risk

c)

Beta risk

d)

Total risk

4.
Which of the following statements about risk is TRUE?
a)
Risk is about how uncertain your returns could be.
b)
Risk is about how much money you can lose.
c)
A risky asset is more likely to deliver higher return than a less risky asset.
d)
If an asset's risk increases, its price will also increase.
5.

From the probability distribution provided, the expected return of the asset is closest to:

a)

9%

b)

6.7%

c)

10%

d)

20%

6.

Consider the following 4 assets. If you have to select only one, which one would you pick if you are risk-averse?

a)

D

b)

A

c)

B

d)

C

7.

If employees of a company go on strike, this is an example of which types of investment risk?

a)

company risk

b)

industry risk

c)

political risk

d)

inflation risk

8.

Plunging oil prices is an example of which of the following types of investment risk?

a)

company risk

b)

industry risk

c)

political risk

d)

inflation risk

9.

Ahmad is considering investing in stocks. Which is the less risky investment?

a)

Stock A: SD = 10%; E(R) = 10%

b)

Stock B: SD = 6%; E(R) = 10%

c)

Stock C: SD = 8%; E(R) = 12%

d)

Stock D: SD = 20%; E(R) = 24%

10.

Investment A has an expected return of 15% per year, while Investment B has an expected return of 12% per year. A rational investor will choose

a)

Investment A because of the higher expected return.

b)

Investment B because a lower return means lower risk.

c)

Investment A if A and B are of equal risk.

d)

Investment A only if the standard deviation of returns for A is higher than the standard deviation of returns for B.

11.

Of the following different types of securities, which is typically considered most risky?

a)

long-term corporate bonds

b)

long-term government bonds

c)

common stocks of large companies

d)

common stocks of small companies

12.

You are considering investing in Ford Motor Company. Which of the following are examples of diversifiable risk?

I. Risk resulting from possibility of a stock market crash.

II. Risk resulting from uncertainty regarding a possible strike against Ford.

III. Risk resulting from an expensive recall of a Ford product.

IV. Risk resulting from interest rates decreasing.

a)

I only

b)

I and IV

c)

I, II, III, IV

d)

II, III

13.

The principle of diversification tells us that:

a)

concentrating an investment in two or three large stocks will eliminate all of your risk.

b)

concentrating an investment in three companies all within the same industry will greatly reduce your overall risk.

c)

spreading an investment across five diverse companies will not lower your overall risk at all.

d)

spreading an investment across many diverse assets will eliminate some of the risk.

14.

Which one of the following would indicate a portfolio is being effectively diversified?

a)

an increase in the portfolio beta

b)

a decrease in the portfolio beta

c)

an increase in the portfolio rate of return

d)

a decrease in the portfolio standard deviation

15.

An efficient set of portfolios is:

a)

the complete opportunity set.

b)

the portion of the opportunity set below the minimum variance portfolio.

c)

only the minimum variance portfolio.

d)

the dominant portion of the opportunity set.