Re: one more note on Beta and portfolio risk

Vic Falls ( (no email) )
Tue, 23 Jun 1998 21:31:54 PDT

Specifically--
The study guide's formulaic presentation (p. 59, betas) appears to be
incorrect; however, the guide appears to account for the proportion of
the holding in the numerical calculation. For example,
B1=(169/397.4)/0.5 where 0.5 is the proportion of Stock 1 in the
portfolio.

Generally--
The study guide is just that: a guide. Many of us have yet to come
across a perfect guide.

Cheers!

mmckenne@ins.state.pa.us wrote:

<snip>
Page 164 of the text states, "Ford's contribution to portfolio risk
depends on its relative importance in the portfolio and its average
covariance with stocks in the portfolio." It then defines this and the
"proportion of the risk that comes from the Ford holding," as its
proportion times its Beta (relative to the portfolio). However, in the
study guide, the "contribution to portfolio risk," was just Beta.

It is my opinion that when one is asked a security's "contribution to
portfio risk," the answer is the proportion times the Beta (relative to
the portfolio). Otherwise, the whole does not equal the sum of its
parts. I think the study guide made yet another error in this example.
<snip>

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