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Recommend how much of the $ 9 4 0 , 0 0 0 should be invested ( in dollars ) in each of the three
Recommend how much of the $ should be invested in dollars in each of the three funds. Round your answers to two decimal places.
Growth Fund $
Income Fund $
Money Market Fund $
What is the annual yield you anticipate for the investment recommendation? Round your answer to three decimal places.
Portfolio Revaluation with Increased Risk Tolerance
Assume that the client's risk index could be increased to What is the new investment recommendation in dollarsRound your answers to two decimal places.
Growth Fund $
Income Fund $
Money Market Fund $
How much would the yield increase? Enter your answer as a positive number rounded to three decimal places.
Portfolio Revaluation with Decreased Growth Fund Yields
Refer again to the original situation where the client's risk index was assessed to be What is your new investment recommendation in dollars if the annual yield for the growth fund were revised downward to Round your answers to two decimal places.
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