Question
If you could please help me with the following question, that would be much appreciated. I promise to give you a great review if you
If you could please help me with the following question, that would be much appreciated. I promise to give you a great review if you explain so I may be able to do it myself in the future. 1) Please use the following data in the excel document to answer the question: https://docs.google.com/spreadsheets/d/1sf-VgFw_XnFS1jnjNlbf7y8ud4q9v5A7iCWs85EtLQA/edit?usp=sharing c) Create a bar chart of your annual results (in chronological order). What additional perspective do you gain about the journey an investor in a balanced portfolio experienced? This question is in reference to the other two parts of this question, which are as follows: a) Calculate the annualized return of a 60% equity / 40% bond portfolio in real terms for the entire history provided. What does your result suggest about the long-term return of a balanced portfolio?
b) Calculate the annual calendar year returns of a 60% equity / 40% bond portfolio in real terms and create a histogram of your annual results (use 5% buckets). What does this tell you about the journey associated with a balanced portfolio?
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