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Scenario: You are 4 0 years old. Your investment portfolio currently consists of: ( 1 ) a savings account, with a $ 1 6 ,
Scenario: You are years old. Your investment portfolio currently consists of: a savings account, with a $ balance, certificates of deposit CDs worth $ and an investment portfolio consisting of bonds, equities, and cash and cash equivalents. Your bonds are thirtyyear US government bonds, while your equities are made up solely of your employers stock. Your cash holdings consist of your savings account and CDs Your employers stock paid a dividend and its market value has increased over the last year. The bonds have paid interest. The rate of inflation is Your investment goals are mainly focused on retirement, and you have no large purchases planned in the short term.
The value of your current investment portfolio is This consists of in cash and cash equivalents, in bonds, and in equities.
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