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Marc and Julian have $30,000 they would like to invest. Based on all you know about their investment priorities, interests, and tolerance for risk, assign

Marc and Julian have $30,000 they would like to invest. Based on all you know about their investment priorities, interests, and tolerance for risk, assign each type of investment a percentage of the $30,000. Your allocations should add up to 100%. what is the recommended allocation for each type of investment based on the average annual rate of return?

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Average annual rate of Recommended allocation Type of investment return (percentage) Cash (includes savings accounts and CDs) 0.5% High-risk stocks and bonds 8 - 10% Low-risk stocks and bonds 3 - 4% Mutual funds 5- 7% Real estate 6 -8% Retirement 4 - 6%

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