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Your client is aged 37 has a balanced attitude to risk and wishes to invest for long term capital growth. Based on the following portfolio,
Your client is aged 37 has a balanced attitude to risk and wishes to invest for long term capital growth. Based on the following portfolio, which course of action would you recommed?
Cash 75,000
Fixed-Interest Stocks 95,000
Equities 30,000
Total 200,000
A. leave the portfolio unchanged
B. Reduce the fixed interest and increase cash
C. Reduce cash and invest in fixed interest
D. Reduce cash and increase equity investments
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