Question: Based on this portfolio, describe the person based on terms you might think are accurate. California Tax-Exempt Money Market $300,000 Calif. L.T Tax Exempt $100,000

Based on this portfolio, describe the person based on terms you might think are accurate.

California Tax-Exempt Money Market $300,000

Calif. L.T Tax Exempt $100,000

Small Cap Growth Index (0861) $200,000

Energy Fund (0051) $150,000

REIT Index Fund (0123) $300,000

Precious Metals and Mining (0053) $350,000

Emerging Markets (0533) $450,000

Information Technology ETF (VGT) $300,000

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Finance Questions!

Q:

eBook Chapter 13 Financial Planning Exercise 2 Estimating cost of mutual fund investments Use the mutual fund quotes in table below, and assume that you can buy these funds at their quoted net asset...

Q:

Hi. I need Chapter 11 part 1-4 Let me know. Thanks! (it wont letme add more than $8, but I will give $12+ tip) Personal Finance, Fifth Edition by Jeff Madura BUILDING YOUR OWN FINANCIAL PLAN WORKBOOK...

Q:

I need Chapter 2 & 3 finished. Chapter 4 & 5, Chapter 6 & 7, & Chapter 8. Some of this is completed, but it isn't 100% finished. Let me know if you can get to it. Personal Finance, Fifth Edition by...

Q:

I need chapters 18, 19, 20, and 21 for the workbook for Personal Finance by Madura!! Please help!!! Personal Finance, Fifth Edition by Jeff Madura BUILDING YOUR OWN FINANCIAL PLAN WORKBOOK INDEX...

Q:

Can anyone help me with this or already have the solution this whole Finance Workbook for Madura Personal Finance, Third Edition by Jeff Madura BUILDING YOUR OWN FINANCIAL PLAN WORKBOOK INDEX Chapter...

Q:

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...

Q:

(Questions from Lecture and Article) - Discussion Board Activity I need to read the following Lecture Note and the ?Wall Street Journal? articles that I uploaded, and writeanswers for theDiscussion...

Q:

Financial Literacy Ch. 11: Investing Discussion MEET JACK AND JILL Throughout our module, we use an example of two people who illustrate good and poor financial choices. Their background information...

Q:

ITEM #1 LEARNING FROM THE HEADLINES True to the Learning from the Headlines approach of this course, watch the Part Three Intro Video after you read the short article the video highlights. Notice...

Q:

Hello, I have assessment.. Step 1 : Calculate the following ratios for the latest five years using the O-S Checklist Approach, an Excel template . For an overview of the approach, read our article,...

Q:

Hi, I have an Assignment for my Finance Subject. I have attached the necessary documentation here for you to view including the Lecture slides of all the Topics covered for this assignment. Please...

Q:

Because friends and neighbors frequently praise her baking skills, Ann Kimble plans to start a new business baking cakes for customers. She wonders how to determine the cost of her cakes. Required a....

Q:

Before the mid-1970s, system programmers and business people (including accountants) did not communicate well with one another. The programmers were criticized for using too much jargon, and the...

Q:

E9.29 A loop transfer function is L(s) = G(s)G(s) = 1 5+2 Using the contour in the s-plane shown in Figure E9.29, determine the corresponding contour in the F(s)-plane (B-1+ j). ja j2 B C D -1 A E 0...

Q:

A compass needle points 230 E of N outdoors. However, when it is placed 12.0cm to the east of a vertical wire inside a building, it points 550 E of N. what are the magnitude and direction of the...

Q:

On May 1, 2010, Starmaker Machinery, Inc., purchased $60,000 of 10-year, 5% government bonds at 103, including the brokerage commission. The interest is received semiannually on May 1 and November 1....

Q:

Pit Corporation acquired a 90 percent interest in Sad on July 1, 2012, for $675,000. The stockholders equity of Sad at December 31, 2011, was as follows (in thousands): Capital stock $500 Retained...

Q:

Pat Company paid $1,800,000 for 90,000 shares of Sir Company's 100,000 outstanding shares on January 1, 2011, when Sir's equity consisted of $1,000,000 of $10 par common stock and $500,000 retained...

Q:

Capacity management, denominator-level capacity concepts Capacity management, denominator-level capacity concepts match each of the following items with one or more of the denominator-level capacity...

Q:

------------------------------------- At the beginning of its first year of operations, Bonita Limited has 4,900, $3 preferred shares and 48,000 common shares. Using the format shown below, allocate...

Q:

Joseph Dunlap is starting PC Dr., a small business that will make house calls to service computers. Josephs company repairs computers, installs networks, designs special software programs, and...

Q:

Spotlight Rsums is a complete rsum-writing service that assists in preparing rsums, applications to graduate schools, and cover letters. Scott Regis, the owner of Spotlight Rsums, has hired you to...

Q:

Write a letter asking them to refund your $1,500 down payment.