Question
Sarah wants to grow her non-registered investment portfolio to $1,000,000 within 30 years. Her starting value is $5,000 and he wants to know how much
Sarah wants to grow her non-registered investment portfolio to $1,000,000 within 30 years. Her starting value is $5,000 and he wants to know how much she needs to invest monthly assuming an average annual compound growth rate of 6%. She can tolerate a maximum volatility of 30% in any one year. If you are recommending managed funds make sure you use at least four different funds for this objective. You should provide some historical and current data to support your recommendations such as past performance, fees, management style and risk profile.
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