Questions on investments. Answer based on information provided.

Elie is 30 years old and loving life in Chicago. She works at a large marketing firm which is her second job since she graduated from UW-Madison 8 years ago. She's been at this company for 3 years She considers herself a moderately aggressive investor and has opened an online brokerage account to do investing outside of her retirement plan Ellie shares an apartment with a college friend. Her family lives on the east coast. Her investments: . Current 401(k) $8,000 [$5,000 = her contributions: $3,000 = employer match] Invested in 3 mutual funds: S&P 500 index fund - 50% Treasury bond fund - 40% Small cap international fund - 10% Old 401(k) still at her former employer - $3.000 (there was no company match] All invested in a Large Cap fund Investment account with Charles Schwab in her name only INVESTMENT PURCHASE PRICE CURRENT PRICE Amazon $500 $650 Boeing $210 $225 Chicago utility company $325 $320 Emerging Tech ETF $600 $515 QUESTIONS (please copy and paste the questions into your response) 1) Calculate the total rate of return as a whole (as a percentage) for her entire Charles Schwab portfolio given its current prices. In other words, what has she made or lost so far as a percentage? Please go to two decimal points. (10 points) 2) Ellie wants your opinion on how she's invested in her current 401(k). Is it appropriate for her age and situation? Why or why not? Would you recommend changes? Please explain. (5 points) 3) if Ellie stays at her current employer until retirement, what will her current 401(k) grow to if she keeps contributing S2000 per year and her employer matches $1000 per year. Assume an age 65 retirement and a rate of return of 9%. Use annual compounding. Round to the nearest dollar. (5 points) 4) Ellie asked what she should do with her old 401(k). You explain she has 3 options. What are they? (5 points) Elie is 30 years old and loving life in Chicago. She works at a large marketing firm which is her second job since she graduated from UW-Madison 8 years ago. She's been at this company for 3 years She considers herself a moderately aggressive investor and has opened an online brokerage account to do investing outside of her retirement plan Ellie shares an apartment with a college friend. Her family lives on the east coast. Her investments: . Current 401(k) $8,000 [$5,000 = her contributions: $3,000 = employer match] Invested in 3 mutual funds: S&P 500 index fund - 50% Treasury bond fund - 40% Small cap international fund - 10% Old 401(k) still at her former employer - $3.000 (there was no company match] All invested in a Large Cap fund Investment account with Charles Schwab in her name only INVESTMENT PURCHASE PRICE CURRENT PRICE Amazon $500 $650 Boeing $210 $225 Chicago utility company $325 $320 Emerging Tech ETF $600 $515 QUESTIONS (please copy and paste the questions into your response) 1) Calculate the total rate of return as a whole (as a percentage) for her entire Charles Schwab portfolio given its current prices. In other words, what has she made or lost so far as a percentage? Please go to two decimal points. (10 points) 2) Ellie wants your opinion on how she's invested in her current 401(k). Is it appropriate for her age and situation? Why or why not? Would you recommend changes? Please explain. (5 points) 3) if Ellie stays at her current employer until retirement, what will her current 401(k) grow to if she keeps contributing S2000 per year and her employer matches $1000 per year. Assume an age 65 retirement and a rate of return of 9%. Use annual compounding. Round to the nearest dollar. (5 points) 4) Ellie asked what she should do with her old 401(k). You explain she has 3 options. What are they? (5 points)