ASSET CLASS as designated below (1) Amount to be Invested Now (To...
50.1K
Verified Solution
Link Copied!
Question
Finance
ASSET CLASS
as designated below
(1)
Amount to be Invested Now (To Total $3m.)
(2)
Col. (2) as Percentage (%) of Total Investt
(3)
Expected % Annual Return over 10 years
(4)
Expected Initial
$ amount of Annual Return
(5) = (2) x (4)
Cash*Example only*
$300,000
*Change figures
(say) 10%
>>>>>if desired
1%
$3,000
Bonds - Australia
2%
Equities -
Australia
5%
Equities -
Overseas
6%
Real Estate
Australia
4%
Gold &
Commodities
3%
TOTALS
$3,000,000
100%
%
= [Total Col. (5)
/Total Col. (2)] x 100%
$
NOTES: In Columns (2), (3) and (5), zero is an acceptable allocation, if you choose not to invest in a particular asset class.
c. Investment Spread explain how your recommended asset allocation (the investment choices in the Table under Part A.) will help your client to achieve or align with her stated investment objectives.
d. Do you consider that bitcoin or other cryptocurrencies should be included in the investment portfolio of your client, having regard to her moderate risk tolerance? If so, what percentage of her portfolio should be the maximum you would recommend?
Answer & Explanation
Solved by verified expert
Get Answers to Unlimited Questions
Join us to gain access to millions of questions and expert answers. Enjoy exclusive benefits tailored just for you!
Membership Benefits:
Unlimited Question Access with detailed Answers
Zin AI - 3 Million Words
10 Dall-E 3 Images
20 Plot Generations
Conversation with Dialogue Memory
No Ads, Ever!
Access to Our Best AI Platform: Flex AI - Your personal assistant for all your inquiries!
