Business, 11.03.2020 04:26 kaydrama2003

Portfolio expected rate of return: Barry Swifter is 60 years of age and considering retirement. Barry's retirement portfolio currently is valued at $750,000 and is allocated in Treasury bills, as S&P index fund, and an emerging market fund as follow:

Expected Return $ Value
Treasury bills 4.4% 76,000
S&P 500 Index Fund 6.7% 430,000
Emerging Market Fund 11.3% 244,000
a. Based on the current portfolio composition and the expected rates of return given above, what is the expected rate of return for Barrys portfolio?

b Barry is considering a reallocation of his investments to include more treasury bills and less exposure to emerging markets. If Barry moves all of his money from the emerging market fund and puts it is treasury bills, what will be the expected rate of return on the resulting portfolio?

a. Based on the current portfolio composition and the given expected rates of return, the expected rate of return for Barrys portfolio is round to two decimal places.

b if Barry moves all his money out of emerging market funds and puts it in treasury bills, the expected rate of return for his portfolio is round to two decimal places.

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Portfolio expected rate of return: Barry Swifter is 60 years of age and considering retirement. Barr...

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