Theo Harris earns $55,000 a year and has $9,000 to invest in a portfolio. His investment alternatives
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Theo€™s investment goals are as follows and can be ranked according to the weights shown in parenthesis. Which investments should be included in Theo€™s portfolio, and how much should he invest in each?
Goal 1: (25) Invest all funds available.
Goal 2: (20) Maximize the total annual return in dollars, with a target of $1,000.
Goal 3: (15) Invest at least 3 % of salary in employer€™s retirement plan.
Goal 4: (15) Invest at least 10% of the total investment in the money market.
Goal 5: (10) Invest at most 25% of the total investment in retirement plans.
Goal 6: (10) Invest at least 50% of the total investment in non-retirement plans.
Goal 7: (5) Invest at most 50% of the total investment in mutual funds.
Which investments should be included in John€™s portfolio?
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ISBN: 718
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Authors: Nagraj Balakrishnan, Barry Render, Jr. Ralph M. Stair
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