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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