Diploma of Financial Planning

Module 2 Workplace Simulation

4)Assuming that Bruce and Wayne were to allocate 50% of their monies to the BCG Balanced Fund and 50% to the BCG Growth Fund, calculate both the percentage and dollar value of the weighted return, using Excel formulas in the spreadsheet provided.

Allocation Weighted Return

% $ % $

Allocation To BCG Balanced Fund 50.00% $490,000.00 Need answer for this question

Allocation To BCG Growth Fund 50.00% $490,000.00 Need answer for this question

Total Portfolio 100.00% $980,000.00 $0.00