ib_e04_skillsexam_rgm

ib_e04_skillsexam_rgm - $31,250.00 0.63 1575 HOLD...

Info iconThis preview shows pages 1–4. Sign up to view the full content.

View Full Document Right Arrow Icon
Client Investment Po Risk Level M Minimum Required Cash $15,000.00 Current Cash $8,000.00 Cash Surplus ($7,000.00) Symbol Name Purchase Price Shares Owned Original Investment Value Co2 Company 2 $85.75 1000 $85,750.00 Co3 Company 3 $53.50 1200 $64,200.00 Co1 Company 1 $12.25 2800 $34,300.00 Bo3 Bond 3 $9.75 3500 $34,125.00 Bo1 Bond 1 $12.50 2500 $31,250.00 Fu2 Fund 2 $35.20 2000 $70,400.00 Fu3 Fund 3 $11.15 3500 $39,025.00 Total $16,500.00 $359,050.00 Target Annual Return 7.5% Target Annual Contributions $2,500.00 Target Future Value in 20 Years $1,793,148.34
Background image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
ortfolio Current Investment Value Annual Dividend Dividend Value Strategy $86,700.00 0 SELL $65,040.00 1.25 1500 HOLD $63,168.00 0 HOLD $34,125.00 0.5 1750 HOLD
Background image of page 2
Background image of page 3

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
Background image of page 4
This is the end of the preview. Sign up to access the rest of the document.

Unformatted text preview: $31,250.00 0.63 1575 HOLD $63,000.00 0 SELL $51,450.00 0.75 2625 HOLD $394,733.00 Investment Strategies Risk Levels VA A M C VC Bonds 0.00% 10.00% 30.00% 50.00% 80.00% Mutual Funds 0.00% 20.00% 30.00% 20.00% 20.00% Stocks 100.00% 70.00% 40.00% 30.00% 0.00% Cash Minimum $1,000 $5,000 $15,000 $25,000 $35,000 Current Stock Prices Symbol Name Bo1 Bond 1 $12.50 Bo2 Bond 2 $14.50 Bo3 Bond 3 $9.75 Bo4 Bond 4 $11.00 Fu1 Fund 1 $22.30 Fu2 Fund 2 $31.50 Fu3 Fund 3 $14.70 Co1 Company 1 $22.56 Co2 Company 2 $86.70 Co3 Company 3 $54.20 Co4 Company 4 $7.33 Co5 Company 5 $26.75 Current Price...
View Full Document

Page1 / 4

ib_e04_skillsexam_rgm - $31,250.00 0.63 1575 HOLD...

This preview shows document pages 1 - 4. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online