An investor holds a portfolio consisting of the following investments: Stock A: $10,000 investment with a return of 15% Stock B: $5,000 investment with a return of 10% Bond C: $3,000 investment with a return of 5% The total value of the portfolio at the beginning of the period was $18,000. What is the weighted average return of the portfolio?

Exam

CFA Level 1

Section

Difficulty

Portfolio Management

Calculating Weighted Average Return of a Portfolio

Easy Performance Evaluation Return Calculation

An investor holds a portfolio consisting of the following investments:

The total value of the portfolio at the beginning of the period was $18,000. What is the weighted average return of the portfolio?

10.0%

12.5%

13.0%

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Correct5.1K

% Correct99%