Business Finance
Busin" rel="nofollow">iness Fin" rel="nofollow">inance
Order Description
You want to form a portfolio of in" rel="nofollow">investment consistin" rel="nofollow">ing of shares listed in" rel="nofollow">in the Australian Stock
Exchange (ASX). Select 5 shares from the ASX listed securities/ companies. You can collect
the data of your own from any data sources such as ASX website, yahoo fin" rel="nofollow">inance etc. Use
monthly share price data from January 2001 to December 2016. To perform the analysis:
1. Collect in" rel="nofollow">information on the shortest length Treasury Bill (security) rate in" rel="nofollow">in Australia as
a proxy for risk-free rate.
2. Calculate the monthly returns of each share and of the market in" rel="nofollow">index usin" rel="nofollow">ing the share
price in" rel="nofollow">indices and market price in" rel="nofollow">index (All Ordin" rel="nofollow">inaries Index).
3. Calculate the expected (average) return of each of the shares and of the market
usin" rel="nofollow">ing the returns calculated in" rel="nofollow">in (2).
4. Calculate the beta for each of the 5 shares, runnin" rel="nofollow">ing a regression of a share’s returns
(Ri) on the market return (Rm). It is the same as calculatin" rel="nofollow">ing SLOPE in" rel="nofollow">in Excel.
5. Calculate the fair (risk consistent) return for each share applyin" rel="nofollow">ing the capital asset
pricin" rel="nofollow">ing model (CAPM) and usin" rel="nofollow">ing the in" rel="nofollow">information you have gathered.
6. From the in" rel="nofollow">information you gathered, plot the security market lin" rel="nofollow">ine of the market
(ASX).
7. Plot the shares, you analysed, on the graph of the security market lin" rel="nofollow">ine plotted in" rel="nofollow">in (6)
above.
8. From your plot in" rel="nofollow">in (6 &7) above, identify the shares you will select to be in" rel="nofollow">included in" rel="nofollow">in
your portfolio. Explain" rel="nofollow">in your rationale for the selection and rejection of shares.
[Note: you need to have min" rel="nofollow">inimum two shares in" rel="nofollow">in your portfolio. If you do not fin" rel="nofollow">ind
two suitable shares in" rel="nofollow">in the 5 shares which you have analysed, analyse some more
shares until you get at least two suitable shares for in" rel="nofollow">investment. However, if you fin" rel="nofollow">ind
more than two suitable shares in" rel="nofollow">in the five shares you have analysed, in" rel="nofollow">include all the
suitable shares in" rel="nofollow">in the proposed portfolio]
9. Calculate the expected return and beta of your portfolio considerin" rel="nofollow">ing equal
in" rel="nofollow">investment in" rel="nofollow">in each share. Plot the portfolio (risk and return) on the graph of the
security market lin" rel="nofollow">ine plotted in" rel="nofollow">in (6) above. Comment on the portfolio risk and return.
10. Why should you consider your conclusion in" rel="nofollow">in part (8) above to be less than certain" rel="nofollow">in?
NB: Students are required to use min" rel="nofollow">inimum six (06) recent (startin" rel="nofollow">ing from 2017 to
backward) journal articles published on or related to risk (beta) and return
relationship as references, not websites addresses.