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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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