I’m trying to study for my Excel course and I need some help to understand this question.
Need both the “Report” (answer the questions asked or taking screen shot of excel file if needed) and “Excel file”
1. Recommend how much of the $800,000 should be invested in each of the three funds. What is the annual yield you anticipate for the investment recommendation?
2. Assume that the client’s risk index could be increased to 0.055. How much would the yield increase, and how would the investment recommendation change?
3. Assume that the client expressed some concern about having too much money in the growth fund. How would the original recommendation change if the amount invested in the growth fund is not allowed to exceed the amount invested in the income fund?
4. The asset allocation model you developed may be useful in modifying the portfolios for all of the firm’s clients whenever the anticipated yields for the three funds are periodically revised. What is your recommendation as to whether use of this model is possible?