(Portfolio expected rate of return) Barry Switter is 60 years of age and considering retirement....
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(Portfolio expected rate of return) Barry Switter is 60 years of age and considering retirement. Barry's retirement portfolio curronity is valued at 3750,000 and is alfocated in Treasury bits, an S\&P 500 index fund, and an emerging market fund as follows: a. Based on the cument portfolio composition and the expected rates of return given above, what is the expected rate of return for Barry's portibio? b. Barry is considering a reallocabon of his investments to include more Treasuly bills and less exposure to erubrging markets if Bamy moves al of his money tiom the emerging market fund and puts it in Treasury bills, what will be the expected rate of retuin on the resulting porticio? a. Based on the current portfolio composition and the given expected rates of return, the expected rate of return for Barty's pertfolis is (Fipund to two decamail. p2sicta) b. If Batry froves all his money out of emerging market funds and pots it in Treasury bills, the expected rate of return for his portlotio is IRound to mo decinai placens) Data table
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