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Portfolio #1 has 100% investment on Total US Stock Market; Portfolio #2 has 100% investment on Total US Bond Market; Portfolio #3 has 50% investment
Portfolio #1 has 100% investment on Total US Stock Market; Portfolio #2 has 100% investment on Total US Bond Market; Portfolio #3 has 50% investment on REIT and 50% investment on SPDR Gold Shares (GLD).
Using the included Table and Graph, If you had invested $5,000 in each of these portfolios in the year 2000 how much would it be this year and why?
Portfolio #1 7.37% Portfolio #2 4.90% Portfolio #3 11.27% 6.17% 4.83% 10.24% Descriptive Statistics Arithmetic Mean (annualized) Geometric Mean (annualized) Volatility (annualized) Sharpe Ratio Today's Value of $5000 invested in 2000 14.93% 0.37 $16,487 3.45% 0.93 $12,802 13.60% 0.67 $34,830 Portfolio Growth 40,000 Portfolio 1 Portfolio 2 Portfolio 3 30,000 20,000 wwwwww letno 10,000 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019 Year Portfolio #1 7.37% Portfolio #2 4.90% Portfolio #3 11.27% 6.17% 4.83% 10.24% Descriptive Statistics Arithmetic Mean (annualized) Geometric Mean (annualized) Volatility (annualized) Sharpe Ratio Today's Value of $5000 invested in 2000 14.93% 0.37 $16,487 3.45% 0.93 $12,802 13.60% 0.67 $34,830 Portfolio Growth 40,000 Portfolio 1 Portfolio 2 Portfolio 3 30,000 20,000 wwwwww letno 10,000 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019 YearStep by Step Solution
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