project 2 excel

project 2 excel - $10,000,000 Inflation Protected Assets...

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Total Investment Active Passive Total Active Passive Total Stocks $6,625,000 $6,625,000 $13,250,000 $1,590,000 $3,710,000 $5,300,000 {US} $2,650,000 $3,975,000 {International} $2,650,000 $3,975,000 Bonds $4,500,000 $1,800,000 {US} Tax Exempt $250,000 $900,000 {International} $900,000 Cash $500,000 $200,000 T-bills CDs Tips $500,000 Commodities $300,000 Real Assets Houses $5,000,000 $2,000,000 Cars $700,000 $700,000 $25,000,000
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Unformatted text preview: $10,000,000 Inflation Protected Assets Retirement Account Annual Fee% Active Passive Total $5,565,000 $2,385,000 $7,950,000 Investment Account $10,000,000 $2,700,000 Retirement Account $15,000,000 $2,700,000 $300,000 $15,000,000 i. Money Market-2% ii. US fixed income- 18% iii. US equity-53% iv. International and Global-27% %...
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project 2 excel - $10,000,000 Inflation Protected Assets...

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