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7 July, 08:07

What are the portfolio weights for a portfolio that has 155 shares of stock a that sell for $88 per share and 130 shares of stock b that sell for $98 per share?

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  1. 7 July, 11:01
    0
    All 155 Shares would be $13,640

    All 130b Shares would be $12,740
  2. 7 July, 12:06
    0
    Stock portfolio is weighted in $$ not shares.

    weight = 100% * (position value) / (portfolio value)

    Stock A

    155 * $88 = $13,640

    Stock B

    130 * $98 = $12,740

    if these are the only two positions in the portfolio then the total portfolio value is:

    $13,640 + $12,740 = $26,380

    weight A = 100% * $13,640 / $26,380

    = 51.7%

    then, since there's only two positions the weight of B is: 100% - 51.7% = 48.3%
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