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Discuss extensively an asset allocation policy

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John recently retired at the age of 68 years. John's net worth is $500,000 and the fund is available for investment. John wants moderate (low) capital growth, extensive capital preservation and income generation to keep up with day-to-day expenses. John wants moderate risk and since he is retired is now on a lower tax bracket.

Propose and discuss extensively an asset allocation policy for John. Consider the following asset classes; money market highly liquid investment, cyclical stocks, defensive stocks, conservative mutual funds

Reference no: EM133110405

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