EXMN 672 Investment and Portfolio Analysis Final Take-Home Exam July 12, 2009 [pic] instructor: Edward Goodfellow student: Cameron Morrell Learner #:314534 The Scenario On April 18, 2009 you bug out a vociferate from your cousin Dr. Nussbaum. Your cousins husband died after travel out of a tree. On July 7th, 2009 Dr. Nussbaum lead receive a life redress settlement of $1,000,000. Dr. Nussbaum has heard you were completing your MBA at Royal roads University. She would like you to provide some commission on how she should have it off the proceeds from the insurance settlement. She has provided you with the hobby details: Amount:$1,000,000 get along: 53 stead:Widow Children: Three children (ages 30, 27, 25) independently living a central point from home fair game:Determine a process to manage the $1,000,000 portfolio that may achieve a intensify number annual return of 10% with the highest probability, all everywhere a ten-year time period. Compounded this would mean that $1,000,000 would be outgo $2,600,000 at the end of ten years. (The 10% requirement is relatiative a benchmark not an absolute requirement.
) Other:Dr. Nussbaum has strange other additions and requires neither the funds nor any income from the portfolio. Portfolio Options: A) Portfolio of 20 to 50 stocks or bonds. B) Portfolio of several(prenominal) (1 to 12) active mutual funds or the make use of of several! professional investment managers. C) Portfolio of several (5 to 12) index and asset class funds. Introduction: Modern Portfolio possibility dictates that the only way to get high returns from investments is to take on above average levels of risk (additional levels of risk) . The inherent danger of this philosophy is that high risk-takers will also be harshly penalize when the market turns sour. On average, as rational beings, investors are...If you want to get a near essay, order it on our website:
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