Assignment 1 - Bill 30 Days ML US Broad Market Bond Index...

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Asset Allocation Mutual 20% Bonds 5% Cash 5% Equity 70% Bonds 15% Cash 5% Mutual 15% Equity 65% Target Asset Allocation Actual Asset Allocation
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-1% 0% 1% 2% 3% 4% 5% 6% 7% 0% 5% 10% 15% 20% Standard Deviation (%) Average Return (%) Total Portfolio Income & Growth Allocation Model S&P 500 Total Return Russell 3000 US Treasury
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Unformatted text preview: Bill 30 Days ML US Broad Market Bond Index Risk vs. Return Analysis Historical Portfolio Values $0 $50 $100 $150 $200 $250 $300 $350 $400 $450 $500 1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 Thousands Day Portfolio Value (x1000)...
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Assignment 1 - Bill 30 Days ML US Broad Market Bond Index...

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