Portfolio Return Year-to-date, Company O had earned a -2.10 percent return. During the same time period, Company V earned 8.00 percent and Company M earned 6.25 percent. If you have a portfolio made up of 40 percent Company O, 30 percent Company V, and 30 percent Company M, what is your portfolio return?
A) 3.435%
B) 5.115%
C) 12.15%
D) 16.35%

Question

Quizplus · Accepted Answer

The portfolio return is calculated as: (0.40 * -2.10%) + (0.30 * 8.00%) + (0.30 * 6.25%) = -0.84% + 2.40% + 1.875% = 3.435%.

Portfolio Return Year-To-Date, Company O Had Earned a -2