Question: 1. Your friends father asks for your help because he knows you took an investing course. He is retiring in ten years. He has just

1. Your friends father asks for your help because he knows you took an investing course. He is retiring in ten years. He has just received a 401-k distribution which he has put into a rollover IRA with Vanguard. He is a moderate risk taker. He wants you to choose seven different no-load funds to invest in. He would like 40% of his money to be in bonds. He wants 10% of his money to be in real estate. He thinks at least 5% should be invested in companies based outside the U.S. Recommend seven Vanguard mutual funds and the percentage of his money you recommend to be in each fund. Use Vanguard site.

2. Exactly the same question as number one, but the seven investments are to be in ETFs. Recommend seven Vanguard ETFs and the percentage of money in each investment.

3. Below is a portfolio for a person you have never met. If you assume the portfolio is appropriate for this person, describe the person in any terms you think might be accurate.

O California Tax-Exempt Money Market $300,000

O Calif. L.T. Tax-Exempt $100,000

O Small Cap Growth Index (0861) $200,000

O Energy Fund (0051) $150,000

O REIT Index Fund (0123) $300,000

O Precious Metals and Mining (0053) $350,000

O Emerging Markets (0533) $450,000

O Information Technology ETF (VGT) $300,000

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