SP10Frances Drew ib_e04_investmentstrategies

SP10Frances Drew ib_e04_investmentstrategies - plan...

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Investment Strategy Customer Name: Customer 8 Risk Preference M Dollars Investing $750,000 Investment Category Proposed Investment Bonds $10 Mutual Funds $10 Stocks $139
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Conservative Moderate Aggressive C M A Bonds 80% 30% 20% Mutual Funds 20% 30% 30% Stocks 0% 40% 50% Risk Categories
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Name Customer 1 $125,000 C Customer 2 $50,000 A Customer 3 $350,000 M Customer 4 $400,000 M Customer 5 $250,000 A Customer 6 $575,000 C Customer 7 $35,000 A Customer 8 $750,000 M Customer 9 $225,000 C Customer 10 $450,000 A Dollars Available for Investing Risk Preference
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# Questions 7 8 9 10 Change the customer name in call C2 of the investmnet
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Unformatted text preview: plan worksheet to customer 2. Is this customer investing more money or less money compared to customer 1? How much money is customer 8 planning to invest in stocks? On the Risk Levels worksheet, change the Moderate investment strategy to 30% Bonds to 30% Mutual Funds, and 40% Stocks. How did the change you made to the Risk Levels worksheet in number 9 change the investment strategy for customer 8? Answers customer 2 is investing less money 69 139$...
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This note was uploaded on 08/11/2011 for the course CTS 130 taught by Professor Walters during the Spring '11 term at Fayetteville Technical CC.

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SP10Frances Drew ib_e04_investmentstrategies - plan...

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