f6f37786950ca1f4ef8a1ca96d22a19c_0c779315df2c7f366501e3c8a6ea4dbb.docx

F6f37786950ca1f4ef8a1ca96d22a19c_0c779315df2c7f366501e3c8a6ea4dbb.docx

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1. Steve Rogers has been frozen in ice in World War II and is recently brought back to life. He now has a job working for the federal government, and faced with the possibility of aging, he wants to start putting money in a 401K account and managing his investments. The supersoldier serum he took before the war has granted him some superhuman physical powers, which also means that he will age much slower than a regular human being. However, Steve knows that he has a very dangerous job. Even though he could plan on saving for many years before retiring, he decides to focus on a three-year investment plan instead. He asks his friend Phil Coulson for some financial advice. Phil collects the following data about some index funds: Index Fund Projected Annual Return Growth and Income Fund 1.47% Equity Index Fund 1.375% Managed Allocation Fund 0.819% Large-Cap Growth Fund 1.592% Mid-Cap Value Fund 1.2% To diversify Steve’s portfolio, Phil recommends that at least 20% of the money he invests in index funds be in the managed allocation fund and the mid-cap value fund (total) each year.
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