WWWFinanceTM

Global Financial Management

Assignment 1D


Part D: Portfolio Evaluation

Due date: End of class 12.


Global Equity Markets

D.1 Hand in a table showing your daily gains and losses for each different stock position
        and the stock portfolio as a whole. You should assume that you liquidated all positions
        on the last trading day at the closing prices for that day. On the cover page write the
        "bottom line" total gains or losses on your stock portfolio. Also hand in a table itemizing
        each transaction. Please include the side (i.e., buy or sell), security name, date, price,
        price type (e.g., last trade, mid or close), and the number of shares. Also include the
        daily and cumulative performance of the MSCI World Index benchmark.


D.2 Roughly annualize the return of your portfolio and the benchmark. For example, if
        you were in the market for 40 days then you would take your total return for this
        period and multiply it by 365/40.


D.3 Roughly annualize the volatility (i.e., standard deviation) of your portfolio and the
        benchmark. Estimate the annual volatility by calculating the daily standard deviation
        of returns for your portfolio and the benchmark and then multiplying the daily standard
       deviation of returns for each by 3650.5.


D.4 Graph the mean return (y-axis) and daily volatility (x-axis) of your portfolio and the
        benchmark. There should be only two points on the graph. You should use the XY
       graph type in excel for this question.


Global Futures Markets

D.5 On the above date, you should hand in a day-by-day table of your gains and losses
        for each different futures position and for the DJIA, using a form similar to the sample
        spreadsheet and in the lecture note.


D.6 Roughly annualize the return of your futures portfolio and the benchmark. Also roughly
        annualize the return of your stock plus futures portfolio. To perform this calculation you
        will have to know the mean return of the combined stock and futures positions.


D.7 Roughly annualize the volatility (i.e., standard deviation) of your futures portfolio. Also,
        roughly annualize the volatility of your combined stock and futures positions.


D.8 Graph the mean return (y-axis) and daily volatility (x-axis) of your stock portfolio,
        futures portfolio, stock and futures portfolio, and the benchmark. There should be
        four points on the graph. You should use the XY graph type in excel for this question.


Global Options Markets

D.9 You must hand in a day-by-day table of your gains and losses for each different
        option and stock position.


D.10 Roughly annualize the return of your options portfolio. Also roughly annualize the
          return of your stock plus options portfolio. To perform this calculation you will
          have to know the mean return of the combined stock and options positions.


D.11 Roughly annualize the volatility (i.e., standard deviation) of your options portfolio.
         Also, roughly analyze the volatility of your combined stock and options portfolios.


D.12 Graph the mean return (y-axis) and daily volatility (x-axis) of your stock portfolio,
           futures portfolio, options portfolio, stock and futures portfolio, stock and options
           portfolio, stock and futures and options portfolio, and the benchmark. There should
           be seven points on the graph. You should use the XY graph type in excel for this question.


D.13 Graph the day-to-day value of your overall portfolio (stock plus options plus futures)
          with US $ value on the y axis. Include a second data series on the graph showing the
          day-by-day value of US $1,500,000 invested in the MSCI World Index benchmark.