Question: Please include excel screenshots and formulas!!! 3) A recent MBA graduate, Dara, has gained control over custodial accounts that her parents had established. Currently, her
Please include excel screenshots and formulas!!!
3) A recent MBA graduate, Dara, has gained control over custodial accounts that her parents had established. Currently, her money is invested in four funds, but she has identified several other funds as options for investment. She has $100,000 to invest with the following restriction: -Keep at least $5,000 in savings. -Invest at least 14% in the money market fund. -Invest at least 16% in international funds. -Keep 35% of funds in current holdings. -Do not allocate more than 20% of funds to any one investment except for the money market and savings account. -Allocate at least 30% into new investments. Average Return Expenses (current holding) (current holding) (current holding) (current holding) 1. Large Cap blend 2. Small cap growth 3. Green fund 4. Growth and income 5. Multicap growth 6. Midcap index 7. Multicap core 8. Small cap international 9. Emerging international 10. Money market fund 11. Savings account 17.20% 20.40% 26.30% 15.60% 19.80% 22.10% 27.90% 35.00% 36.10% 4.75% 1.00% 0.93% 0.56% 0.70% 0.92% 0.92% 0.22% 0.98% 0.54% 1.17% 0.00% 0.00% Develop a linear optimization model to maximize the net return
Step by Step Solution
There are 3 Steps involved in it
Get step-by-step solutions from verified subject matter experts
