Question
Que 10) Robin, age 68, is retired and is concerned about preserving the value of her portfolio. Her secondary goal is to generate income. She
Que 10) Robin, age 68, is retired and is concerned about preserving the value of her portfolio. Her secondary goal is to generate income. She has a portfolio of $500,000. Which of the following portfolio allocations would you recommend for her?
Multiple choice answers) Please answer and Explain!
A- 30% S&P 500 index fund, 30% growth fund, 30% high duration bond fund, 10% money market fund.
B- 20% bond fund, 20% market neutral fund, 20% international equity, 20% S&P 500 index fund, 20% growth and income fund.
C- 50% balanced fund, 15% short-term bond fund, 20% international equity, 15% S&P 500 index fund.
D- 40% S&P 500 index fund, 50% bond fund, 10% money market fund.
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