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Sector

Portfolio

Weighting

(2) S&P Weighting

(3) Differences in Weighting

(4) Portfolio Return

(5) S&P Return

(6) Sector Over- or Under Performance

(7) = (3) x (6) Sector AllocationContributions

Telecommunications Services

3.10%

5.90%

A. (2.80%)

2.50%

3.10%

K. (-0.60%)

U. (-1.68%)

Utilities

7.50%

3.80%

B. 3.70%

3.10%

1.90%

L. 1.20%

V. 4.44%

Information Technology

14.30%

17.90%

C. (-3.60%)

4.90%

3.20%

M. 1.70%

W. (6.12%)

Materials

6.30%

3.70%

D. 2.60%

4.80%

5.10%

N. (-0.50%)

X. (1.30%)

Financials

13.40%

17.10%

E. (-3.70%)

6.20%

4.80%

O. 1.40%

Y. (5.18%)

Consumer Discretionary

12.70%

13.50%

F. (-0.80%)

2.10%

4.00%

P. (-1.90%)

Z. 1.52%

Industrials

14.10%

11.90%

G. 2.20%

4.90%

3.10%

Q. 1.80%

AA. 3.96%

Energy

8.40%

8.00%

H. 0.40%

3.70%

8.60%

R. (-4.90%)

BB. (-1.96%)

Healthcare

15.30%

11.70%

I. 3.60%

9.80%

5.70%

S. 4.10%

CC. 14.76%

Consumer Staples

4.90%

6.50%

J. (-1.60%)

1.50%

13.20%

T. (-11.70%)

DD. 18.72%

4. Which sector made the greatest negative contributionto the portfolio’s performance? Explain why this investment madethe greatest negative contribution based on the differences inweighting and the sector over- or under- performance.

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Casey Durgan
Casey DurganLv2
28 Sep 2019

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