What is the optimal portfolio of CBO and XIU? What are the expected return and standard deviation of this portfolio?

Download the most recent three years weekly date.

Suppose that now you have $80 million to invest for six months and you want to invest those money into CBO, XIU and the Canadian 6-month T-bill. Assume that the interest rate of the 6-month T-bill is 2% per annum.

Use EXCEL to answer following questions:

1. Estimate the weekly expected returns, standard deviations of CBO and XIU, respectively, and their correlation and covariance. Then convert them into those with six-month (26 weeks) horizon.

2. Draw the opportunity set offered by these two securities.

3. What is the optimal portfolio of CBO and XIU? What are the expected return and standard deviation of this portfolio?

4. Choose your degree of risk aversion with a range of the A value from 1 to 8.

5. Determine your optimal asset allocation among CBO, XIU, and T-bill, in percentage, dollar amounts, and number of shares. What are the expected return and standard deviation of your complete portfolio?

Attach first and last pages of your spreadsheets to your assignment. However, you should answer the questions in a separate paper.

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