Portfolio Information
Total portfolio Value	$ 1,000,000
Portfolio Type	Balanced
Allocation Scheme
Bond Allocation (%)	50%
Bond Allocation ($)	$ 500,000
Equities Allocation (%)	50%
Equities Allocation ($)	$ 500,000

Show calculations and find:

a. Return on Bond Portfolio Allocation (%)

b. Return on Bond Benchmark (%)

c. Risk on Bond Portfolio Allocation

Issuer Name	CUSIP	Credit Rating	Maturity	Maturity Type	Coupon rate (Yield)	YTM	Payment frequency
Apple Inc.	037833AZ3	AA+	2.52	AT MATURITY	3.061	3.027	S/A
Procter & Gamble Co	742718FL8	AA-	3.24	AT MATURITY	2.976	2.934	S/A
3M Co	88579YAR2	A+	3.01	AT MATURITY	3.295	3.216	S/A
Goldman Sachs Group Inc	38141GVR2	BBB	3.22	AT MATURITY	3.833	3.748	S/A

Bond Benchmarks
Bloomberg US Agg Total Return Value Unhedged USD Index
LBUSTRUU Index
U.S. Aggregate FIGI BBG002F06467 The Bloomberg US Aggregate Bond Index is a broad-based flagship benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market. The index includes Treasuries, government-related and corporate securities, MBS (agency fixed-rate pass-throughs), ABS and CMBS (agency and non-agency). (Future Ticker: I00001US)	Date	Last Price
	7/29/2022	2162.99
	6/30/2022	2111.4
	5/31/2022	2145.05
	4/29/2022	2131.31
	3/31/2022	2215.38
	2/28/2022	2278.69
	1/31/2022	2304.4
	12/31/2021	2355.14
	11/30/2021	2361.18
	10/29/2021	2354.21
	9/30/2021	2354.86
	8/31/2021	2375.43
	7/30/2021	2379.96
	6/30/2021	2353.64
	5/31/2021	2337.22
	4/30/2021	2329.61
	3/31/2021	2311.35
	2/26/2021	2340.58
	1/29/2021	2374.87
	12/31/2020	2392.02
	11/30/2020	2388.73
	10/30/2020	2365.52
	9/30/2020	2376.13
	8/31/2020	2377.43
	7/31/2020	2396.78
	6/30/2020	2361.51
	5/29/2020	2346.72
	4/30/2020	2335.85
	3/31/2020	2295.05
	2/28/2020	2308.64
	1/31/2020	2267.82
	12/31/2019	2225
	11/29/2019	2226.55
	10/31/2019	2227.69
	9/30/2019	2221
	8/30/2019	2232.89
	7/31/2019	2176.49
	6/28/2019	2171.71
	5/31/2019	2144.78
	4/30/2019	2107.37
	3/29/2019	2106.83
	2/28/2019	2067.14
	1/31/2019	2068.34
Source: Bloomberg LP