Portfolio Allocation Model

Portfolio - invested risk Life Insurance $5,000.00 146,000.00 Bond mutual funds $50,000.00 Stock mutual funds $30,000.00 Total expected Savings

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Portfolio Allocation Model Annual Risk factor Investment return Minimum Maximum per dollar Life Insurance 5.0% $2,500.00 $5,000.00 -0.5 Bond mutual funds 7.0% $30,000.00 none 1.8 Stock mutual funds 11.0% $15,000.00 none 2.1 Savings Account 4.0% none none -0.3 Total amount available $100,000 Limit 100,000 Amount Total weighted Decision variables
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Unformatted text preview: invested risk Life Insurance $5,000.00 146,000.00 Bond mutual funds $50,000.00 Stock mutual funds $30,000.00 Total expected Savings Account $15,000.00 return Total amount invested $100,000.00 $7,650.00 A B C D E 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16...
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This note was uploaded on 09/21/2011 for the course BITM 215 taught by Professor Ross during the Spring '08 term at SUNY Albany.

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