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Portfolio

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					                   A                     B            C              D                 E
 1   Portfolio Allocation Model
 2                                    Annual                                      Risk factor
 3   Investment                       return       Minimum       Maximum          per dollar
 4   Life Insurance                         5.0% $    2,500.00 $    5,000.00                -0.5
 5   Bond mutual funds                      7.0% $   30,000.00          none                 1.8
 6   Stock mutual funds                    11.0% $   15,000.00          none                 2.1
 7   Savings Account                        4.0%          none          none                -0.3
 8   Total amount available             $100,000                        Limit           100,000
 9
10                                     Amount                                   Total weighted
11   Decision variables               invested                                  risk
12   Life Insurance               $      5,000.00                                    146,000.00
13   Bond mutual funds            $     50,000.00
14   Stock mutual funds           $     30,000.00                               Total expected
15   Savings Account              $     15,000.00                               return
16   Total amount invested        $    100,000.00                                $      7,650.00

				
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