Question

. Write a paragraph (three to five sentences) to explain how your allocation of Marc and
Julian's portfolio matches their investment goals and priorities. (12 points)

Answer 1

Marc and Julian's in terms of investment priorities and risk tolerance, shares a lot of their portfolio to High-risk stocks and real estate.

How should Marc and Julian's portfolio shared?

• Marc and Julian's  are said to be young people that will be liken to have High risk tolerance.
• They will also prioritize growth in the long run.

The priorities as shared are:

• 32% to High-risk stocks and bonds
• 24% to real estate.

This is done because this is a kind of risky investments that will bring about high returns in the long run.

• 17% to Mutual funds
• 15% to retirement and others.
• Cash will be 3%
• low risk stocks and bonds will be shared 9%.

Therefore,  Marc and Julian's in terms of investment priorities and risk tolerance, shares a lot of their portfolio to High-risk stocks and real estate.

See full question below

Now it's time to help Marc and Julian allocate the investments for their portfolio. This

section is worth 28 points.

1. Marc and Julian have $30,000 they would like to invest. Based on all you know

about their investment priorities, interests, and tolerance for risk, assign each type of

investment a percentage of the $30,000. Your allocations should add up to 100%. (16

points)

Average annual rate of Recommended allocation

Type of investment return

(percentage)

Cash (includes savings

accounts and CDs) 0.5%

3%

High-risk stocks and bonds 8 - 10%

32%

Low-risk stocks and bonds 3 - 4%

9%

Mutual funds

5 - 7%

17%

Real estate

6 - 8%

24%

Retirement

4 - 6%

15%

2. Write a paragraph (three to five sentences) to explain how your allocation of Marc and Julian's portfolio matches their investment goals and priorities. (12 points)|

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