{"id":6790,"date":"2020-11-15T10:57:52","date_gmt":"2020-11-15T10:57:52","guid":{"rendered":"http:\/\/onlineclassesguru.com\/?p=6790"},"modified":"2020-11-15T10:57:52","modified_gmt":"2020-11-15T10:57:52","slug":"portfolio-critique-using-morningstar-com","status":"publish","type":"post","link":"https:\/\/onlineclassesguru.com\/index.php\/2020\/11\/15\/portfolio-critique-using-morningstar-com\/","title":{"rendered":"Portfolio Critique Using Morningstar.com"},"content":{"rendered":"<style type=\"text\/css\"><\/style><p>Part One<\/p>\n<p>Portfolio Critique Using Morningstar.com<\/p>\n<p>Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets and offers an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients. Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans.<\/p>\n<p>1. Go to www.morningstar.com. Sign up for Premium Membership. You will be able to receive a 14-day free trial. Browse the site to become familiar with everything Morningstar has to offer. Be prepared to participate in classroom discussion and bring your questions if you have any.<\/p>\n<p>2. Go to X-Ray and print the page. Write a portfolio critique.<\/p>\n<p>Part Two<\/p>\n<p>Use the daily data on the portfolio returns and the market returns (e.g., the S&amp;P 500 index) to estimate a single-index market model. Your analysis should include<\/p>\n<p>(Morningstar automatically will calculate)<\/p>\n<p>1. Standard deviation for each portfolio.<\/p>\n<p>1. Covariance between the rates of return of portfolio and S&amp;P500.<\/p>\n<p>1. The correlation coefficient between each portfolio and S&amp;P500.<\/p>\n<p>1. Run a regression of each portfolio against the market return and find:<\/p>\n<p>(In fact Morningstar will automatically calculate)<\/p>\n<p>0. Alpha for each portfolio.<\/p>\n<p>0. Beta for each portfolio.<\/p>\n<p>0. What is the systematic and nonsystematic risk of the each security?<\/p>\n<p>0. Sharpe Ratio of portfolios<\/p>\n<p>1. Plot the risk and return of each portfolio and draw the efficient frontiers.<\/p>\n<p>1. Identify which portfolio dominates on the efficient frontier.<\/p>\n<p>1. For which portfolio had an average return in excess of that predicated by the CAPM?<\/p>\n<p><center><a href=\"http:\/\/onlineclassesguru.com\/orders\/ordernow\"><img decoding=\"async\" src=\"https:\/\/encrypted-tbn0.gstatic.com\/images?q=tbn:ANd9GcTyj99p60XCLyLk1htB7-1neRt8-2QdnenNlQ&usqp=CAU\"target=\"_http:\/\/onlineclassesguru.com\/orders\/ordernow\"\/><\/center><p>","protected":false},"excerpt":{"rendered":"<p>Part One Portfolio Critique Using Morningstar.com Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets and offers an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients. Morningstar is a trusted source for insightful information on stocks, mutual&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6790","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Portfolio Critique Using Morningstar.com - onlineclassesguru<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/onlineclassesguru.com\/index.php\/2020\/11\/15\/portfolio-critique-using-morningstar-com\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Portfolio Critique Using Morningstar.com - onlineclassesguru\" \/>\n<meta property=\"og:description\" content=\"Part One Portfolio Critique Using Morningstar.com Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets and offers an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients. 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