Excel functions for financial management
Order ID 53563633773 Type Essay Writer Level Masters Style APA Sources/References 4 Perfect Number of Pages to Order 5-10 Pages
Excel functions for financial management
Data for questions 1 and 2 can be downloaded from finance.yahoo.com. For more on Excel functions, see the Useful Spreadsheet Functionsbox near the end of Chapter 9.
1. Download the last three years of monthly adjusted stock prices for Coca-Cola (KO) and Citigroup (C) to a spreadsheet (C),
as well as Pfizer (PFE).
Calculate the monthly returns in step one.
b. Determine the standard deviation of those returns on a monthly basis (see Section 7-2). To double-check your solution, use the Excel function STDEVP. Multiply by the square root of 12 to get the annualized standard deviation.
c. Calculate the correlation coefficient between the monthly returns for each pair of stocks using the Excel function CORREL. Which pair delivers the most diversity benefit?
d. Determine the standard deviation of returns for a portfolio of three equities with equal investments.
2. Download the last five years of monthly adjusted stock prices for each of the companies listed in Table to a spreadsheet.
7.5 for the Standard & Poor’s Composite Index and for the Dow Jones Industrial Average (S&P 500).
Calculate the monthly returns in step one.
b. Using the Excel function SLOPE, calculate beta for each stock, where the “y” range refers to the stock return (the “x” range refers to the “x” range refers to the “x” range refers to the “x” range refers to the “x” range refer
The x range represents the market return (dependent variable) (the independent variable).
c. How have the betas changed since Table 7.5 was published?
3. A large mutual fund company, such as Fidelity Investments, offers a wide range of funds. Sector funds, which specialize in specific industries, and index funds, which simply invest in the market index, are examples. Go to www.fidelity.com and look up the standard deviation of the Fidelity Spartan 500 Index Fund, which mimics the S&P 500. Find the standard deviations of several sector funds now. Are they higher or lower than the index fund’s figure?
What do you make of your findings?
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