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CFP® Practice Question of the Week: Financial Planning

A client has a $1,200,000 portfolio consisting of the following four stocks:

  1.    $300,000 ABC @ 1.1 beta
  2.    $225,000 RTR @ 0.7 beta
  3.    $405,000 XYZ @ 0.3 beta
  4.    $270,000 PDQ @ 1.3 beta

What is the beta of the portfolio as a whole?

  1.   0.8
  2.   0.85
  3.   0.91
  4.   1.0