You establish the following strategic asset mix for a client who has a $500,000 portfolio: i) 10% cash; ii) 50% bonds; iii) 40% equities. At the end of the year, the portfolio is valued at $600,000 and the actual asset allocation is: i) $100,000 cash; ii) $300,000 bond; iii) $200,000 in stocks. If you were to implement a dynamic asset allocation, what changes would you make?

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To implement a dynamic asset allocation strategy based on the changes in the portfolios value and ac... View the full answer