Question: Gretas current asset allocation is as follows. What changes would you recommend, if any? Be sure to explain your reasoning. Include the funds with percentages

Gretas current asset allocation is as follows. What changes would you recommend, if any? Be sure to explain your reasoning. Include the funds with percentages equaling 100%.

Fidelity 500 Index Fund (FXAIX): 70%

Wal-Mart Stock (WMT): 30% (10 points)

Greta is concerned that she is not saving enough toward retirement to reach her $1,000,000 goal. She wants to save more but cant seem to figure out how much more she can afford. Explain to her what she can do to determine additional funds available. No math needed here. Just give her a strategy to determine how much she can afford. (10 points)

Great wants to understand the concept of beta. Please explain this to her in simple terms. (5 points)

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