Solution 1 2 3 4 Stock Equity Fund Bond Fund Global International Fund Cash 50 00 30 00 10 00 10
Solution Stock Equity Fund Bond Fund Global International
Solution Stock Equity Fund Bond Fund
Equity Fund Bond Fund Global International Fund Cash
Solution Stock Equity Fund Bond
Fund Global International Fund Cash
Solution Stock Equity Fund
Solution Stock
(Solution) 1 2 3 4 Stock/Equity Fund Bond Fund Global/International Fund Cash 50.00% 30.00% 10.00% 10.

Category: General
Words: 1050
Amount: $12
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Short Answer Question: 30 Points Assume you have $100,000 to invest. Using the EXCEL spreadsheet on Black Board; based on your age and rick tolerance, build a portfolio. Include its mutual fund symbol so I may look it up. Use Morningstar.com. or any other website for help. Use the EXCEL spreadsheet to populate each asset allocation categories listed. You must use the first four categories. DO NOT PUT 100% IN ANY ONE CATEGORY. Tell me why you chose each individual mutual fund. For each Mutual Fund, you must include:·       Fund Fact Sheet, if available. If I can find it and you do not hand it in you will lose 10 points, thus starting off with 40 out of 50 points or 80%.·       Investment Objective·       Expense Ratio·       BETA·       Year to Date Performance/Return·       5 and 10 year Performance/Return ·       Dividend Yield, if Applicable·       Any other attributes you feel make it attractive to you. There is no right or wrong answer. ( this must be a long answer ) note: I am 25 years old and I like to take risks

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