Use the 4 assets to create a three bucket portfolio for your investors. Your investor wishes to generate between 5% and 6% annual nominal return from the portfolio. The investor wishes to hold 30% in Safe and 50% in Market buckets. The risky bucket should hold 20% of the allocation.

Assets	Portfolio A	Portfolio B	Portfolio C	Portfolio D	Portfolio E
US Bonds	10%	40%	30%	5%	30%
US Equities	50%	10%	45%	30%	10%
EM Equities	30%	40%	20%	10%	30%
EAFE Equities	10%	10%	5%	55%	30%

Which of the above portfolio achieves investment objectives and best satisfies the specifications for each bucket?

 

Answer rating: 100% (QA)

Based on the information provided Portfolio B seems to best achieve the desired investment objective... View the full answer