Question
It is important to analyze the type of investor someone is and what their risk level is. This is a portfolio with asset types, amounts
It is important to analyze the type of investor someone is and what their risk level is. This is a portfolio with asset types, amounts and returns (you can round):
Cash $90K 3% 28% (percentage of portfolio)
Treasury Bonds $0 3.9%
Corporate Bonds $0 5.9%
International Bonds $0 6.9%
Index Fund $30K 9% 12% (percentage of portfolio)
Large Cap Fund $200K 10% 60% (percentage of portfolio)
Mid/Small Funds $0 11.9%
International Stock Fund $0 12.9%
Real Estate Funds $0 7.9%
Total
Can you reallocate this taking into account that they want a high return like 10%? Explain.
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