ib_e04_skillsexam

ib_e04_skillsexam - 50.00% 80.00% Mutual Funds 0.00% 20.00%...

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Client Investment Portfolio Risk Level M Minimum Required Cash Current Cash 8000 Symbol Name Strategy Co2 Company 2 85.75 1000 Co3 Company 3 53.5 1200 1.25 Co1 Company 1 12.25 2800 Bo3 Bond 3 9.75 3500 0.5 Bo1 Bond 1 12.5 2500 0.63 Fu2 Fund 2 35.2 2000 Fu3 Fund 3 11.15 3500 0.75 Total Target Annual Return 0.075 Target Annual Contributions 2500 Target Future Value in 20 Years Purchase Price Shares Owned Original Investment Value Current Investment Value Annual Dividend Dividend Value
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Investment Strategies Risk Levels VA A M C VC Bonds 0.00% 10.00% 30.00%
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Unformatted text preview: 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...
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This note was uploaded on 12/10/2011 for the course INSY 4508 taught by Professor Graham during the Spring '10 term at Bentley.

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ib_e04_skillsexam - 50.00% 80.00% Mutual Funds 0.00% 20.00%...

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