Identify each asset allocation according to its level of risk: - Conservative: investors seek current income and stability and are not concerned with growth - Moderate: investors are looking for growth but with less risk than the overall stock market - Aggressive: investors seeking high growth potential and are comfortable with risk Hint: Review the asset allocation charts on the Schwab Risk Tolerance Questionnaire you completed in the module (see the last page). 50% corporate bonds, 30% cash. 20% large company stocks 35% corporate bonds, 5% cash, 35% large company stocks, 25% small company stocks 0% bonds, 5% cash, income and stability and are not concerned with growth - Moderate: investors are looking for growth but with less risk than the overall stock market - Aggressive: investors seeking high growth potential and are comfortable with risk Hint: Review the asset allocation charts on the Schwab Risk Tolerance Questionnaire you completed in the module (see the last page). 50% corporate bonds, 30% cash, 20% large company stocks 35% corporate bonds, 5% cash, 35% large company stocks, 25% small [ Choose] company stocks Moderate 0% bonds, 5% ca: 50% large compa Aggressive stocks, 25% international stoc Conservative 20% small compnay stocks Arya is 25 , has a great job and only supports herself; she is comfortable with significant risk in her Put the following asset categories in order from most risky to least risky using the drop down menus. Large Company Stocks Cash (Money in a savings account) Small Company Stocks Corporate Bonds Bitcoin The most risky item on the list is Of the two types of stock, the brings more risk than the . Next, typically is considered a stable investment and lastly has no investment risk since it is FDIC insured. Question 6 5pts Put the following asset categories in order from most risky to least risky using the drop down menus. Large Company Stocks Cash (Money in a savings account) Small Company Stocks Corporate Bonds Bitcoin The most risky item on the list is [ Select ] the two [ Select ] Large Company Stocks igs more Cash (Money in a savings account) Small Company Stocks Corporate Bonds Bitcoin no investment risk since it is FDIC insured. Talia is looking for a mutual fund that will match the results of her risk tolerance questionnaire. The results of Talia's risk tolerance questionnaire are: Aggressive allocation. Review the meaning of the aggressive allocation on page 4 of the Schwab risk tolerance questionnaire you completed (in the module). Then, review the choices below and choose the best option for Talia. Hint: Compare the asset allocation from Talia's result to the asset allocation for each fund. Optional: If you want, you can do a search using the symbol for each fund to read more about it on the Vanguard site. Vanguard Target Retirement 2015 Fund (VTXVX) 34.58% Stocks 64.29% Bonds 1.13% Shortterm reserves This fund allocates 34.58% to U.S. stocks, 64.29% to U.S. corporate bonds, and 1.13% to short-term (cash) reserves. Vanguard Balanced Index Fund Admiral Shares (VBIAX) 59.23% Stodes 37.62% Bonds 3.15% Shonterm reserves This fund allocates 59.23% to U.S. stocks, 37.62% to U.S. corporate bonds, and 3.15% to short-term (cash) reserves. Vanguard Global Equity Fund (VHGEX) 12.00% Emerging Markets 17.70% Europe 1230% Pacisc 56.40% North America 1.60% Other This fund allocates the 98.4% of the 12.30% Pacific 56.40% North America 1.60% Other This fund allocates the 98.4% of the portfolio to global stocks with 12% in emerging markets in developing countries, 17.7% in Europe, 12.3% in the Pacific (Asia), and 56.4% in North America (the U.S., Canada, and Mexico). Question 8 2pts Open the Schwab Investor Profile Questionnaire and look at page 2, questions 1&2 on time horizon. If a person is 22 years old and plans to retire in 40 years and estimates they will live to age 85 , what is their time horizon score? 9 15 18 Identify each asset allocation according to its level of risk: - Conservative: investors seek current income and stability and are not concerned with growth - Moderate: investors are looking for growth but with less risk than the overall stock market - Aggressive: investors seeking high growth potential and are comfortable with risk Hint: Review the asset allocation charts on the Schwab Risk Tolerance Questionnaire you completed in the module (see the last page). 50% corporate bonds, 30% cash. 20% large company stocks 35% corporate bonds, 5% cash, 35% large company stocks, 25% small company stocks 0% bonds, 5% cash, income and stability and are not concerned with growth - Moderate: investors are looking for growth but with less risk than the overall stock market - Aggressive: investors seeking high growth potential and are comfortable with risk Hint: Review the asset allocation charts on the Schwab Risk Tolerance Questionnaire you completed in the module (see the last page). 50% corporate bonds, 30% cash, 20% large company stocks 35% corporate bonds, 5% cash, 35% large company stocks, 25% small [ Choose] company stocks Moderate 0% bonds, 5% ca: 50% large compa Aggressive stocks, 25% international stoc Conservative 20% small compnay stocks Arya is 25 , has a great job and only supports herself; she is comfortable with significant risk in her Put the following asset categories in order from most risky to least risky using the drop down menus. Large Company Stocks Cash (Money in a savings account) Small Company Stocks Corporate Bonds Bitcoin The most risky item on the list is Of the two types of stock, the brings more risk than the . Next, typically is considered a stable investment and lastly has no investment risk since it is FDIC insured. Question 6 5pts Put the following asset categories in order from most risky to least risky using the drop down menus. Large Company Stocks Cash (Money in a savings account) Small Company Stocks Corporate Bonds Bitcoin The most risky item on the list is [ Select ] the two [ Select ] Large Company Stocks igs more Cash (Money in a savings account) Small Company Stocks Corporate Bonds Bitcoin no investment risk since it is FDIC insured. Talia is looking for a mutual fund that will match the results of her risk tolerance questionnaire. The results of Talia's risk tolerance questionnaire are: Aggressive allocation. Review the meaning of the aggressive allocation on page 4 of the Schwab risk tolerance questionnaire you completed (in the module). Then, review the choices below and choose the best option for Talia. Hint: Compare the asset allocation from Talia's result to the asset allocation for each fund. Optional: If you want, you can do a search using the symbol for each fund to read more about it on the Vanguard site. Vanguard Target Retirement 2015 Fund (VTXVX) 34.58% Stocks 64.29% Bonds 1.13% Shortterm reserves This fund allocates 34.58% to U.S. stocks, 64.29% to U.S. corporate bonds, and 1.13% to short-term (cash) reserves. Vanguard Balanced Index Fund Admiral Shares (VBIAX) 59.23% Stodes 37.62% Bonds 3.15% Shonterm reserves This fund allocates 59.23% to U.S. stocks, 37.62% to U.S. corporate bonds, and 3.15% to short-term (cash) reserves. Vanguard Global Equity Fund (VHGEX) 12.00% Emerging Markets 17.70% Europe 1230% Pacisc 56.40% North America 1.60% Other This fund allocates the 98.4% of the 12.30% Pacific 56.40% North America 1.60% Other This fund allocates the 98.4% of the portfolio to global stocks with 12% in emerging markets in developing countries, 17.7% in Europe, 12.3% in the Pacific (Asia), and 56.4% in North America (the U.S., Canada, and Mexico). Question 8 2pts Open the Schwab Investor Profile Questionnaire and look at page 2, questions 1&2 on time horizon. If a person is 22 years old and plans to retire in 40 years and estimates they will live to age 85 , what is their time horizon score? 9 15 18