Question: Based on the body (numbered 1,2,3,4 and 5) below, type 1-2 paragraphs in length. Focuses on key points from your body. Includes impact to key
Based on the body (numbered 1,2,3,4 and 5) below, type 1-2 paragraphs in length. Focuses on key points from your body. Includes impact to key metrics for each recommendation. Recommendations listed in order of significance. Does not introduce new concepts not covered in body. Body: Approximately, $248K should invested for growth, $160K should be invested and $391K should be invested for money market. The annual yield I should anticipate for the investment recommendation is 11.77% (94133 800000) 100 = 11.77%. 2) If we increase the client's risk index to 0.055, then the new allocations would be $160,000 into the Income Fund, $293,333 into the Growth Fund, and $346,667 into the Money Market Fund to maximize their yields. This adjustment will give them a new total return of $98,800 and an annual yield of 12.35%, representing an increase of $4,800 in their yield. 3) We would not suggest a change in the investment recommendation if the annual yield is revised downward to 16% as it is within the Range of Optimality. However, if it were to change to 14%, it will be outside the lower limit. As such, the value will change from $94,133 to $85,067, therefore, we would
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