What is the Portfolio Beta?

Portfolio beta calculation

  • what is the new portfolio beta calculation for the following: 5,000 investment in each of 10 stocks, portfolio beta = 1.12. Sold one 5,000 stock with a beta of 1.0, used proceeds to buy another stock with beta of 1.5.

  • Answer:

    Kitty4400 -- As Campbell Harvey points out in the article linked, "The beta of the portfolio is the weighted average of the individual asset betas where the weights are the portfolio weights." Duke University "Asset Pricing and Risk Management," (Harvey, Nov. 27, 1995) http://www.duke.edu/~charvey/Classes/ba350/riskman/riskman.htm So, Portfolio ? = 0.90 * (Other stocks ?) + .10 * (Stock 1 ?) Or, 1.12 = 0.90 * OS? + .10 * 1.0 ==> OS? = 1.1333 Now we can figure the new portfolio ?: New portfolio ? = 0.90 * 1.1333 + 0.10 * 1.50 = 1.17 Google search strategy: ?change in portfolio? beta calculation Best regards, Omnivorous-GA

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