Investing $1 million of funds.
Investment Projected Yield, % of year Projected rate
of appreciation %/year
CDs 7.3 0.0
Shenandoah Power 8.7 4.2
Natucket Gas & Light 7.6 5.2
Fairview Public Utility 8.1 4.4
Dentrex Biotech 3.4 15.4
Grodymore Clones 2.6 24.8
Bugadoom and Associates 2.9 19.2
Balance yield and appreciation with risk, following guidelines:
1.) Total investments in Three utilities (Shenandoah, Nantucket, fairview) cannot exceed four times the investment in CDS.
2.) Total investments in three biotech firms (dentrex, grodymore, bugadoom) cannot exceed twice the combined investments in CDS and utility stocks.
3.) At least 30% of the investments must be in utilities.
4.) At least 20% of the investment must be in biotech firms.
5.) Total investments in the any single stock cannot exceed twice the sum of the other two stocks in the same industry.
Th goals of the fund are to provide a yield rate of 8% per year and a growth rate of 15% per year.
What does the change look like if your goal is to maximize growth rate?
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