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You are a portfolio manager. There are 6 different funds you can invest in for your...

  1. You are a portfolio manager. There are 6 different funds you can invest in for your client. Each of the 4 scenarios are equally likely to occur.

Fund

Scenario 1

Scenario 2

Scenario 3

Scenario 4

A

22.61

26.6

6.54

-3.36

B

15.12

18.48

10.6

5.08

C

19.69

17.91

5.99

-2.11

D

14.03

11.2

-1.99

6.68

E

7.62

7.92

9.26

3.75

F

6.52

13.27

15.05

14.22
  1. Your client wants an annual return no less than 4%. All scenarios are equally likely to occur. Put your work in the tab labeled Moderate. How much should you invest in each stock? What is the maximum return you would expect for each scenario?
  2. If your client wants a conservative portfolio, how much should you invest in each stock? What is the maximum return you would expect for each scenario?

EXCEL FORMAT PLEASE

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jeff jeffy answered 1 year ago
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