Portfolio Expected Return - Excel
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You own a portfolio that is 35 percent invested in Stock X, 20 percent in Stock Y, and 45 percent in Stock Z. The expected returns on these three stocks are 9 percent, 17 percent, and 13 percent, respectively. What is the expected return on the portfolio?
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Weight of X Weight of Y Weight of Z Stock X E(R) Stock Y E(R) Stock Z E(R)
35.00% 20.00% 45.00% 9.00% 17.00% 13.00%
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Complete the following analysis. Do not hard code values in your calculations.
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Portfolio E(R)