Stephenson, and 55 and single, is a surgeon. Stephenson has a $2.0million investment portfolio that has a large concentration in small capitalization U.S equities. Over the past 5 years, the portfolio has averaged 20% annual total return on investment. His newly hired financial adviser, Caroline Coppa, has compiled the following notes from her meetings with Stephenson: Stephenson hopes that, over the long term, his investment portfolio will continue to ear 20% annually. For the remainder of this year; he would like to earn a return greater than the 5% Yield to Maturity currently available from short-term government notes. When asked about his risk tolerance, he described it as average. He was surprised when informed that U.S small cap portfolio have