Question: need question 4 and 5 BIUX, A A Paragraph Styles Dietato Sen 9. A 25-year-old dient Just Inherited an investment account. The asset-allocation is 70%

 need question 4 and 5 BIUX, A A Paragraph Styles Dietatoneed question 4 and 5

BIUX, A A Paragraph Styles Dietato Sen 9. A 25-year-old dient Just Inherited an investment account. The asset-allocation is 70% bonds, 30% stocks. Your client is a long-term investor and tells you they are a 9 on a 1-10 risk scale. What do you do? 10. A new client just opened their account with a large cash deposit. They tell you they are a 3 on a 1-10 risk scale. How would you set up their portfolio, and what is their potential risk and reward? 11. After a bear-market decline (-20% or more) the stock market has appeared to have bottomed and is now starting to move up. Rank the three stock groups in order of expected return over the next 12 months: Utilities Health Care Industrial 12. After a market crashes its usually a good idea to wait until everything gets back to normal before risking any money with investments. /F 13. Interest rates have cratered due to the economic slowdown. Now would be a good time to buy long-term bonds because they currently pay more than short-term bonds. T/E 14. Using the info in Q13, super-safe Government Bonds are paying 1% while Junk Bonds are paying 8%. Generally speaking, now is not a good time to buy Junk Bonds because everything is still too uncertain. T/F 15. The stimulus checks that the Government is sending out to help people and the economy to recover quicker is an example of Fiscal or Monetary policy? 16. Your 60/40 portfolio of US Stocks and Bonds is down -3% total. The SP500 is down -10% and US Aggregate Bond Index is up +5%. What is your Alpha and how are you doing overall? 17. You own a growth mutual fund that has compounded at 17% over the past Syyears after all expenses. The SPY ETF which mirrors the SP500 is up 13.5% per year over the same period. The costs on the mutual fund are 1% per year versus only.05% on the ETF. It would be a smart move to sell the mutual fund and move your money into the ETF in order to save the added costs. 1/F 18. A quick and easy first step in determining how an investment has performed is by looking at Aloha Shah Standard Deviation 786 words El Focus 133

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