how to calculate future value of securities
Initial investment $275,000 Clients' tax bracket 35% -Fec fax Client is considering in to which investment he should put his money and needs you to advise him. He has asked about the rates for CD's Municipal Bonds, Corporate bonds, Treasury bands and a good large cap growth mutual fund. You have a good large cap growth fund that you have been using that comes to mind but you told him you will have to do some research and get back to him with some recommendations. 6 Coupon TEY 3.56 Value in 5 years 279,016.6 CD 5 year 744 Fit Muni AAA 5 year Zw Corp BBB 5 Year 9.02 4 Treasury 5 Year 3.56 5.48 Mutual Fund 5 Year annualized return N/A N/A What would be the value of $275,000 made in each type of investment at the end of 5 years? What would be the projected portfolio return expectation based on 5 year annualized returns based on the following asset allocations? Large Cap Mutual Fund 60% Muni Bonds 40% Return? Income? Large Cap Mutual Fund 60% TEY Corporates 40% Return? Income? averehen 3.56 2 49 TE4 |TPhatathrirgs CD USTOM A MAC AA.Camizades ACroat DE Corvetes MATEM Max Muni ATAM TEM NO State secome fa 3-6 1.98 224 2.10 1.50 2.00 241 2.41 1.32 131 1.57 1.30 -1 2.01 1.05 2.01 3.28 3.51 4.34 1.70 2.33 1.81 2.19 1.2 3.27 332 3.41 2.19 2.47 4.20 199 2.21 2.51 2.02 2.31 2-5 3.50 OFFE ZIFT 4.42 5.35 2.574 2.09 258 2.42 351 -35% 5.10yr 2.79 2.53 4.54 4.18 4.22 5.71 10.09 3.05 4.22 4.10 6.40 2.49 1-35-5-4769 5.56 Initial investment $275,000 Clients' tax bracket 35% -Fec fax Client is considering in to which investment he should put his money and needs you to advise him. He has asked about the rates for CD's Municipal Bonds, Corporate bonds, Treasury bands and a good large cap growth mutual fund. You have a good large cap growth fund that you have been using that comes to mind but you told him you will have to do some research and get back to him with some recommendations. 6 Coupon TEY 3.56 Value in 5 years 279,016.6 CD 5 year 744 Fit Muni AAA 5 year Zw Corp BBB 5 Year 9.02 4 Treasury 5 Year 3.56 5.48 Mutual Fund 5 Year annualized return N/A N/A What would be the value of $275,000 made in each type of investment at the end of 5 years? What would be the projected portfolio return expectation based on 5 year annualized returns based on the following asset allocations? Large Cap Mutual Fund 60% Muni Bonds 40% Return? Income? Large Cap Mutual Fund 60% TEY Corporates 40% Return? Income? averehen 3.56 2 49 TE4 |TPhatathrirgs CD USTOM A MAC AA.Camizades ACroat DE Corvetes MATEM Max Muni ATAM TEM NO State secome fa 3-6 1.98 224 2.10 1.50 2.00 241 2.41 1.32 131 1.57 1.30 -1 2.01 1.05 2.01 3.28 3.51 4.34 1.70 2.33 1.81 2.19 1.2 3.27 332 3.41 2.19 2.47 4.20 199 2.21 2.51 2.02 2.31 2-5 3.50 OFFE ZIFT 4.42 5.35 2.574 2.09 258 2.42 351 -35% 5.10yr 2.79 2.53 4.54 4.18 4.22 5.71 10.09 3.05 4.22 4.10 6.40 2.49 1-35-5-4769 5.56
