What percentage of investment vehicles is this portfolio comprised of? For example:

the portfolio is made up of 55% stocks, 40% bonds, and 5% cash.

The portfolio information is below:

Brokerage Account (J) $ 3,493
401(k) Account (H)43 $ 8,034
IRA Account (W) $ 6,500
Brokerage Account (H) $ 36,000
Regular/Allocated Savings $ 0
Reinvested Interest & Dividends $ 47,998
Reinvested Interest & Dividends $ 26,036
MNO Brokerage Account $ 350,000.00 (J)
401(k) Account $ 1,400,000.00 (H)  
IRA Account $ 169,000.00 (W)
ABC Brokerage Account $ 905,628.81 (H)
XYZ Brokerage Account $ 720,000.00 (H)
Life Insurance Cash Value $ 82,500.00 (H)

Answer rating: 100% (QA)

To calculate the percentage of investment vehicles in the portfolio we need to add up the total valu... View the full answer