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If the portfolio was equally weighted (20% in all stocks and ETF) what is the resulting portfolio position (risk and return)? How would portfolio risk and return change if 50% of it is SBUX, 20% in SPY, and 10% in each of the remainder securities?

Table 1: Monthly Returns for Daniel's Portfolio and risk-free rate VZ RF SBUX -9.26% -0.22% 3.41% -3.76% 3.71% 5.65% 0.39% 0.17% -3.02% 0.13% 7.48% 1.03% 6.68% 6.81% 1.29% 4.71% 4.80% 3.19% GM -11.72% 0.33% -4.92% 0.17% 0.29% 4.97% -6.83% 2.90% -8.22% -1.69% 6.46% 4.43% -6.56% 14.38% 0.51% -6.51% 2.60% -7.34% Date SPY -2.28% -5.21% 0.15% | 26.16% -0.02% -6.46% -1.77% -7.72% 8.10% -7.41% -2.06%| 13.89% 3.05% 7.93% -0.13% | 0.26% 0.34% 21.63% 0.52% 1.80% -7.53% -2.29% 9.46% -1.66%| 2.99% 3.72% -0.88% -5.72% 0.04% 1/1/2014-3.52% 2/1/2014 4.55% 0.39% | 0.70% 2.32% 11.58% 1.34% 3.95% -1.84% 10/1/2014 | 2.36% 11/1/2014 2.75% 0.05% 2 3/1/2014 | 4/1/2014 5/1/2014 6/1/2014 7/1/2014 8/1/2014 9/1/2014 0.05% 0.03% 0.03% 0.04% 0.03% 0.03% 5.97% -3.11% | 5,69% -10.00% 20.01% 0.02% 0.02% 0.02% 0.03% 0.03% 0.02% 003% 2 12/1/2014-0.80% 1/1/2015 |-2.96% | 2/1/2015 3/1/2015 4/1/2015 5/1/2015 6/1/2015 7/1/2015 8/1/2015 9/1/2015 10/1/2015 5.62% -2.01% | : 0.98% 1.29% 6.66% 1.36% -8.10% 0.02% 0.02% 0.02% | -2.49% | | 2.21% 8.04% -5.46% 0.39% -4.05% 0.03%! |-5.36% 3.80% 9.03% 11/1/2015-0.10% 12/1/2015-2.31% -4.98% 1-0.08% 6.18% -3.42% 1.59% 10.08% -1.89% .-2.22% 1.23% -4.21% 2.56% -6.57% 1.97% 16.29% 3.70% -6.05% -12.85% -0.67%| 6.76% -0.51% -5.43% 7.75% -1.79% 10.07% 0.02% -19.03% -32.11% 16.49% 9.87% | 0.02% : 0.12% 0.23% 0.26% 0.31% | 1.69%|-10.66% , : 1/1/2016 2/1/2016 3/1/2016 8.11% 2.77% 6.60% 2 -16.15% 8.36% 123.99% : 0.29% Table 1: Monthly Returns for Daniel's Portfolio and risk-free rate VZ RF SBUX -9.26% -0.22% 3.41% -3.76% 3.71% 5.65% 0.39% 0.17% -3.02% 0.13% 7.48% 1.03% 6.68% 6.81% 1.29% 4.71% 4.80% 3.19% GM -11.72% 0.33% -4.92% 0.17% 0.29% 4.97% -6.83% 2.90% -8.22% -1.69% 6.46% 4.43% -6.56% 14.38% 0.51% -6.51% 2.60% -7.34% Date SPY -2.28% -5.21% 0.15% | 26.16% -0.02% -6.46% -1.77% -7.72% 8.10% -7.41% -2.06%| 13.89% 3.05% 7.93% -0.13% | 0.26% 0.34% 21.63% 0.52% 1.80% -7.53% -2.29% 9.46% -1.66%| 2.99% 3.72% -0.88% -5.72% 0.04% 1/1/2014-3.52% 2/1/2014 4.55% 0.39% | 0.70% 2.32% 11.58% 1.34% 3.95% -1.84% 10/1/2014 | 2.36% 11/1/2014 2.75% 0.05% 2 3/1/2014 | 4/1/2014 5/1/2014 6/1/2014 7/1/2014 8/1/2014 9/1/2014 0.05% 0.03% 0.03% 0.04% 0.03% 0.03% 5.97% -3.11% | 5,69% -10.00% 20.01% 0.02% 0.02% 0.02% 0.03% 0.03% 0.02% 003% 2 12/1/2014-0.80% 1/1/2015 |-2.96% | 2/1/2015 3/1/2015 4/1/2015 5/1/2015 6/1/2015 7/1/2015 8/1/2015 9/1/2015 10/1/2015 5.62% -2.01% | : 0.98% 1.29% 6.66% 1.36% -8.10% 0.02% 0.02% 0.02% | -2.49% | | 2.21% 8.04% -5.46% 0.39% -4.05% 0.03%! |-5.36% 3.80% 9.03% 11/1/2015-0.10% 12/1/2015-2.31% -4.98% 1-0.08% 6.18% -3.42% 1.59% 10.08% -1.89% .-2.22% 1.23% -4.21% 2.56% -6.57% 1.97% 16.29% 3.70% -6.05% -12.85% -0.67%| 6.76% -0.51% -5.43% 7.75% -1.79% 10.07% 0.02% -19.03% -32.11% 16.49% 9.87% | 0.02% : 0.12% 0.23% 0.26% 0.31% | 1.69%|-10.66% , : 1/1/2016 2/1/2016 3/1/2016 8.11% 2.77% 6.60% 2 -16.15% 8.36% 123.99% : 0.29%

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