Reference no: EM132584765
?(Portfolio expected rate of? return)
Barry Swifter is 60 years of age and considering retirement. ? Barry's retirement portfolio currently is valued at? $750,000 and is allocated in Treasury? bills, an? S&P 500 index? fund, and an emerging market fund as? follows:
LOADING.
a. Based on the current portfolio composition and the expected rates of return given? above, what is the expected rate of return for? Barry's portfolio?
b. Barry is considering a reallocation of his investments to include more Treasury bills and less exposure to emerging markets. If Barry moves all of his money from the emerging market fund and puts it in Treasury? bills, what will be the expected rate of return on the resulting? portfolio?
Expected Return $ Value
Treasury bills 3.6?%. 61,000
S&P 500 Index Fund 8.9?%. 444,000
Emerging Market Fund 11.6?%. 245,000
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