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H K WMT is Walmart V is Visa SE OWN Closing Closing Market Price for Closing Date Index value WMT Price for V 01/02/2017 2278.87 70.93 87.94 01/03/2017 2363.64 72.08 88.87 01/04/2017 2362.72 75.18 91.22 5 01/05/2017 2384.20 78.60 95.23 01/06/2017 2411.80 75.68 93.78 01/07/2017 2423.41 79.99 99.56 01/08/2017 2470.30 78.07 103.52 01/09/2017 2471.65 78.14 105.24 10 01/10/2017 2519.36 87.31 109.98 11 01/11/2017 2575.26 97.23 112.59 12 01/12/2017 2647.58 98.75 114.02 13 01/01/2018 2673.61 106.60 124.23 14 01/02/2018 2823.81 90.01 122.94 15 01/03/2018 2713.83 88.97 119.62 16 01/04/2018 2640.87 88.46 126.88 17 01/05/2018 2648.05 82.54 130.72 18 01/06/2018 2705.27 85.65 132.45 19 01/07/2018 2718.37 89.23 136.74 20 01/08/2018 2816.29 95.86 146.89 21 01/09/2018 2901.52 93.91 150.09 22 01/10/2018 2913.98 100.28 137.85 23 01/11/2018 2711.74 97.65 141.71 24 01/12/2018 2760.17 93.15 131.94 25 01/01/2019 2506.85 95.83 135.01 26 01/02/2019 2704.10 98.99 148.12 27 01/03/2019 2784.49 97.53 156.19 28 01/04/2019 2834.40 102.84 164.43 29 01/05/2019 2945.83 101.44 161.33 30 01/06/2019 2752.06 110.49 173.55 31 01/07/2019 2941.76 110.38 178.00 32 01/08/2019 2980.38 114.26 180.82 33 01/09/2019 2926.46 118.68 172.01 34 01/10/2019 2976.74 117.26 178.86 35 01/11/2019 3037.56 119.09 184.51 36 01/12/2019 3140.98 118.84 187.90 37 01/01/2020 3230.78 114.49 198.97 38 39 0 41 2 Shooti Questions & Instructions + Sheet 2 Submission Declaration Sheet 3 Raw Data D Monthly Return for WMT Monthly Return for V Monthly Market Return Date 01/02/2017 3 01/03/2017 4 01/04/2017 5 01/05/2017 6 01/06/2017 7 01/07/2017 8 01/08/2017 9 01/09/2017 10 01/10/2017 11 01/11/2017 12 01/12/2017 13 01/01/2018 14 01/02/2018 15 01/03/2018 16 01/04/2018 17 01/05/2018 18 01/06/2018 19 01/07/2018 20 01/08/2018 21 01/09/2018 22 01/10/2016 23 01/11/2018 24 01/12/2018 25 01/01/2019 26 01/02/2019 27 01/03/2019 28 01/04/2019 29 01/05/2019 30 01/06/2019 31 01/07/2019 32 01/08/2019 33 01/09/2019 34 01/10/2019 35 01/11/2019 36 01/12/2019 37 01/01/2020 38 39 40 Closing Price for WMT 70.93 72.08 75.18 78 60 75.68 79.99 78.07 78.14 8731 97.23 98.75 106.60 90.01 88.97 88.46 82.54 85.65 89.23 95.86 93.91 100.28 97.65 93.15 95.83 98.99 97.53 102 84 101.44 110.49 110.38 116.26 118.68 117.26 119.09 118.84 114.49 Closing Price for V 87.94 88.87 91.22 95.23 93.78 99.56 103.52 105 24 109.98 112.59 114.02 124.23 122.94 119.62 126.88 130.72 132.45 136.74 146.89 150.09 137.85 141.71 131.94 135.01 148,12 156.19 164.43 161.33 173.55 178.00 30.8 172.01 178.86 184.51 187.90 198.97 Closing Market Index value 2278.87 2363.64 2362.72 2384,20 2411,80 2423.41 2470.30 2471.65 2519.36 2575.26 2647.58 2673.61 2823.81 2713.83 2640.87 2648.05 2705.27 2718.37 2816.29 2901.52 2913.98 2711.74 2760.17 2506.85 2704.10 2784.49 2834.40 2945.83 2752.06 2941.76 298033 2926.46 2976.74 3037.56 3140.98 3230.78 42 41 Sheet1 Questions & Instructions Sheet 2 Submission Declaration Sheet Raw Data Sheet 4 Monthly Return W&V 1 SECTION 12 MARKS WMT SECTION 2 -2 MARKS WMT Market Excess V Excess Excess Return Return Return Return V Return Market Return 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 Date 01/03/2017 01/04/2017 01/05/2017 01/06/2017 01/07/2017 01/08/2017 01/09/2017 01/10/2017 01/11/2017 01/12/2017 01/01/2018 01/02/2018 01/03/2018 01/04/2018 01/05/2018 01/06/2018 01/07/2018 01/08/2018 01/09/2018 01/10/2018 01/11/2018 01/12/2018 01/01/2019 01/02/2019 01/03/2019 01/04/2019 01/05/2019 01/06/2019 01/07/2019 01/08/2019 01/09/2019 01/10/2019 01/11/2019 01/12/2019 01/01/2020 Risk-Free Return 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0,0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 39 40 41 42 SECTION 30.5 MARK EACH 2 MARKS TOTAL Average Excess Return Std. Deviation of Return Beta Covariance" 43 Portfolio SECTION 4 2 MARKS SECTIONS=2 MARKS SECTION 72 MARKS SECTION 6 = 2 MARKS Portfolio Standard Deviation*** Portfolio Return Portfolio Nature: Defensive/Aggressive Portfolio Beta 44 Weight on WMT 45 0 46 0.1 47 0.2 48 0.3 49 0.4 50 0.5 51 0.6 52 53 0.8 54 0.9 55 1 56 57 58 SECTION 8 = 3 MARKS 59 SECTION 93 MARKS 60 Weight on V 1 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 o 0.7 Draw a Characteristic Line*** for WMT Draw a Characteristic Line*** for V 51 2 3 Notes: * Excess return is the return that is earned over and above the risk free return ** Covariance measures the combined risk of holding two stocks at the same time. It is computed by using the Covariance function in Excel *** A characteristic line is the line of best fit which describes the scatter plot when a stock's excess return is measure on the X-Axis (Dependent 4 variable) and the market's excess return is measured on the Y-Axis (Independent variable). You can refer to a quick demonstration here: S https://www.youtube.com/watch?v=hXO6aNAGWYQ 6 **** For computing the standard deviation of the portfolio, the following formula should be used: 7 PNS = wo, + wo + 2 w,w,Cov 1,2 59 70 11 72 73 74 75 76 37 78 79 In the formula above, the left hand side of the equation signifies standard deviation of the portfolio. The greek letter sigma is the general significator of standard deviation. W, Is the weight placed on the first stock in the portfolio. W, is the weight placed on the second stock in the portfolio. Covu is the covariance between the first and second stock H K WMT is Walmart V is Visa SE OWN Closing Closing Market Price for Closing Date Index value WMT Price for V 01/02/2017 2278.87 70.93 87.94 01/03/2017 2363.64 72.08 88.87 01/04/2017 2362.72 75.18 91.22 5 01/05/2017 2384.20 78.60 95.23 01/06/2017 2411.80 75.68 93.78 01/07/2017 2423.41 79.99 99.56 01/08/2017 2470.30 78.07 103.52 01/09/2017 2471.65 78.14 105.24 10 01/10/2017 2519.36 87.31 109.98 11 01/11/2017 2575.26 97.23 112.59 12 01/12/2017 2647.58 98.75 114.02 13 01/01/2018 2673.61 106.60 124.23 14 01/02/2018 2823.81 90.01 122.94 15 01/03/2018 2713.83 88.97 119.62 16 01/04/2018 2640.87 88.46 126.88 17 01/05/2018 2648.05 82.54 130.72 18 01/06/2018 2705.27 85.65 132.45 19 01/07/2018 2718.37 89.23 136.74 20 01/08/2018 2816.29 95.86 146.89 21 01/09/2018 2901.52 93.91 150.09 22 01/10/2018 2913.98 100.28 137.85 23 01/11/2018 2711.74 97.65 141.71 24 01/12/2018 2760.17 93.15 131.94 25 01/01/2019 2506.85 95.83 135.01 26 01/02/2019 2704.10 98.99 148.12 27 01/03/2019 2784.49 97.53 156.19 28 01/04/2019 2834.40 102.84 164.43 29 01/05/2019 2945.83 101.44 161.33 30 01/06/2019 2752.06 110.49 173.55 31 01/07/2019 2941.76 110.38 178.00 32 01/08/2019 2980.38 114.26 180.82 33 01/09/2019 2926.46 118.68 172.01 34 01/10/2019 2976.74 117.26 178.86 35 01/11/2019 3037.56 119.09 184.51 36 01/12/2019 3140.98 118.84 187.90 37 01/01/2020 3230.78 114.49 198.97 38 39 0 41 2 Shooti Questions & Instructions + Sheet 2 Submission Declaration Sheet 3 Raw Data D Monthly Return for WMT Monthly Return for V Monthly Market Return Date 01/02/2017 3 01/03/2017 4 01/04/2017 5 01/05/2017 6 01/06/2017 7 01/07/2017 8 01/08/2017 9 01/09/2017 10 01/10/2017 11 01/11/2017 12 01/12/2017 13 01/01/2018 14 01/02/2018 15 01/03/2018 16 01/04/2018 17 01/05/2018 18 01/06/2018 19 01/07/2018 20 01/08/2018 21 01/09/2018 22 01/10/2016 23 01/11/2018 24 01/12/2018 25 01/01/2019 26 01/02/2019 27 01/03/2019 28 01/04/2019 29 01/05/2019 30 01/06/2019 31 01/07/2019 32 01/08/2019 33 01/09/2019 34 01/10/2019 35 01/11/2019 36 01/12/2019 37 01/01/2020 38 39 40 Closing Price for WMT 70.93 72.08 75.18 78 60 75.68 79.99 78.07 78.14 8731 97.23 98.75 106.60 90.01 88.97 88.46 82.54 85.65 89.23 95.86 93.91 100.28 97.65 93.15 95.83 98.99 97.53 102 84 101.44 110.49 110.38 116.26 118.68 117.26 119.09 118.84 114.49 Closing Price for V 87.94 88.87 91.22 95.23 93.78 99.56 103.52 105 24 109.98 112.59 114.02 124.23 122.94 119.62 126.88 130.72 132.45 136.74 146.89 150.09 137.85 141.71 131.94 135.01 148,12 156.19 164.43 161.33 173.55 178.00 30.8 172.01 178.86 184.51 187.90 198.97 Closing Market Index value 2278.87 2363.64 2362.72 2384,20 2411,80 2423.41 2470.30 2471.65 2519.36 2575.26 2647.58 2673.61 2823.81 2713.83 2640.87 2648.05 2705.27 2718.37 2816.29 2901.52 2913.98 2711.74 2760.17 2506.85 2704.10 2784.49 2834.40 2945.83 2752.06 2941.76 298033 2926.46 2976.74 3037.56 3140.98 3230.78 42 41 Sheet1 Questions & Instructions Sheet 2 Submission Declaration Sheet Raw Data Sheet 4 Monthly Return W&V 1 SECTION 12 MARKS WMT SECTION 2 -2 MARKS WMT Market Excess V Excess Excess Return Return Return Return V Return Market Return 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 Date 01/03/2017 01/04/2017 01/05/2017 01/06/2017 01/07/2017 01/08/2017 01/09/2017 01/10/2017 01/11/2017 01/12/2017 01/01/2018 01/02/2018 01/03/2018 01/04/2018 01/05/2018 01/06/2018 01/07/2018 01/08/2018 01/09/2018 01/10/2018 01/11/2018 01/12/2018 01/01/2019 01/02/2019 01/03/2019 01/04/2019 01/05/2019 01/06/2019 01/07/2019 01/08/2019 01/09/2019 01/10/2019 01/11/2019 01/12/2019 01/01/2020 Risk-Free Return 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 0,0050 0.0050 0.0050 0.0050 0.0050 0.0050 0.0050 39 40 41 42 SECTION 30.5 MARK EACH 2 MARKS TOTAL Average Excess Return Std. Deviation of Return Beta Covariance" 43 Portfolio SECTION 4 2 MARKS SECTIONS=2 MARKS SECTION 72 MARKS SECTION 6 = 2 MARKS Portfolio Standard Deviation*** Portfolio Return Portfolio Nature: Defensive/Aggressive Portfolio Beta 44 Weight on WMT 45 0 46 0.1 47 0.2 48 0.3 49 0.4 50 0.5 51 0.6 52 53 0.8 54 0.9 55 1 56 57 58 SECTION 8 = 3 MARKS 59 SECTION 93 MARKS 60 Weight on V 1 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 o 0.7 Draw a Characteristic Line*** for WMT Draw a Characteristic Line*** for V 51 2 3 Notes: * Excess return is the return that is earned over and above the risk free return ** Covariance measures the combined risk of holding two stocks at the same time. It is computed by using the Covariance function in Excel *** A characteristic line is the line of best fit which describes the scatter plot when a stock's excess return is measure on the X-Axis (Dependent 4 variable) and the market's excess return is measured on the Y-Axis (Independent variable). You can refer to a quick demonstration here: S https://www.youtube.com/watch?v=hXO6aNAGWYQ 6 **** For computing the standard deviation of the portfolio, the following formula should be used: 7 PNS = wo, + wo + 2 w,w,Cov 1,2 59 70 11 72 73 74 75 76 37 78 79 In the formula above, the left hand side of the equation signifies standard deviation of the portfolio. The greek letter sigma is the general significator of standard deviation. W, Is the weight placed on the first stock in the portfolio. W, is the weight placed on the second stock in the portfolio. Covu is the covariance between the first and second stock

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