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A portfolio has an asset mix of 5% safety, 35% income and 60% growth. When the manager reviews the account prior to the clients annual review, she notices that the asset mix had changed. The current balance by asset type is listed below

Safety $5,050

income $44,050

Growth $60,900

What transactions would you need to perform on the account to bring it back in line with the strategic asset mix?

  • Move $5,500 from Growth to Income and $450 from Growth to Safety
  • Move $5,100 from Income to Growth and $450 from income to Safety
  • Move S6,500 from income to Growth and SO from income to Safety
  • No transactions are necessary

Reference no: EM133121754

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