FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier ’ s Inherited Portfolio Does It Meet Her Needs
the average HPR over the past 10 years for each of the stocks . The historical dividend income and stock price data collected by Molly are given in the accompanying table . Questions
a . Determine the HPR for each stock in each of the preceding 10 years . Find the expected return for each stock , using the approach specified by Molly . b . Use the HPRs and expected return calculated in question a to find the standard deviation of the HPRs for each stock over the 10-year period . c . Use your findings to evaluate and discuss the return and risk associated with stocks X and Y . Which stock seems preferable ? Explain . d . Ignoring her existing portfolio , what recommendations would you give Molly with regard to stocks X and Y ? e . ============================================
FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier ’ s Inherited Portfolio Does It Meet Her Needs
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Case Problem 5.2 Susan Lussier ’ s Inherited Portfolio : Does It Meet Her Needs ? Susan Lussier is 35 years old and employed as a tax accountant for a major oil and gas exploration company . She earns nearly $ 135,000 a year from her salary and from participation in the company ’ s drilling