Convincing Features
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Uploaded by Malaysia Assignment Help
Date
Today is May 01, 2025, and you have just started your new job with a financial planning firm. In addition to studying for all your license exams, you have been asked to review a portion of a client’s stock portfolio to determine the risk/return profiles of 10 stocks in the portfolio. Unfortunately, your small firm cannot afford the expensive databases that would provide all this information with a few simple keystrokes, but that’s why they hired you. Specifically, you have been asked to determine the monthly average returns and standard deviations for the 10 stocks for the past 5 years.
The stocks (with their symbols in parentheses) are :
| Celcomdigi Berhad (6947.KL) | MISC Berhad (3816.KL) |
| YTL Corporation Berhad (4677.KL) | Widad Group Berhad (0162.KL) |
| IHH Healthcare Berhad (5225.KL) | Press Metal Aluminium Holdings Berhad (8869.KL) |
| PETRONAS Gas Berhad (6033.KL) | Telekom Malaysia Berhad (4863.KL) |
| RHB Bank Berhad (1066.KL) | Axiata Group Berhad (6888.KL) |
a) Enter the stock symbol. On the page for that stock, click “Historical Prices” on the left side of the page.
b) Enter the “start date” as May 01, 2020 and the “end date” as May 01, 2025 to cover the 5-year period. Make sure you click “monthly” next to the date. For Mr. DIY, it’s less than 5 years and that’s fine.
c) After hitting “Get Prices”, scroll to the bottom of the first page and click “Download to Spreadsheet”. If you are asked if you want to open or save the file, click open. (if Yahoo is not allowing you to download the data, you can use third-party applications like Python and use “yfinance” package to download the data).
d) Copy the entire spreadsheet, open Excel, and paste the Web data into a spreadsheet. Delete all the columns except the date and the adjusted close (the first and last columns).
e) Keep the Excel file open and go back to the Yahoo! Finance Web page and hit the back button. If you are asked if you want to save the data, click no.
f) When you return to the price page, enter the next stock symbol and hit “Get Prices” again. Do not change the dates or frequency, but make sure you have the same dates for all the stocks you will download. Again, click “Download to Spreadsheet” and then open the file. Copy the last column, “Adj. Close,” paste it into the Excel file and change “Adj. Close” to the stock symbol. Make sure that the first and last prices are in the same rows as the first stock.
g) Repeat these steps for the remaining stocks, pasting each closing price right next to the other stocks, again making sure that the correct prices on the correct dates all appear on the same rows.
a) Create 3 columns on your spreadsheet with the statistics you created in Questions 3 and 4 for each of the individual stocks and the equally weighted portfolio. The first column will have the ticker, the second will have annual standard deviation, and the third will have the annual mean return, followed by equally weighted portfolio return & STD.
b) Highlight the data in the last 2 columns (standard deviation and mean), choose Insert > Chart > XY Scatter Plot. Complete the chart wizard to finish the plot. (Display of scatter plot is a MUST, make sure EWP is also shown in the plot)
(5 marks)
Repeat steps from question 1 and calculate semi-standard deviation for stocks and portfolio (Do your research on this question to see which average return you should use for calculation of deviation).
(5 marks)
For each company in the sample, calculate the beta using single-index CAPM model with respect to FTSE Bursa Malaysia KLCI (^KLSE) for the duration mentioned above. (Use Malaysian T-Bills for risk free measure in MS Excel file I attached for your rf. You need to get the last few months from BNM website yourself. Make sure figures in Excel and your results are almost equal to each other for the months stated in Excel file for the sake of compatibility).
(20 marks)
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