Recommended mixture of investment plans

Assignment Help Business Management
Reference no: EM132839489

1. Bob and Dora Sweet wish to start investing $1,000 each month. The Sweets are looking at five investment plans and wish to maximize their expected return each month. Assume interest rates remain fixed and once their investment plan is selected they do not change their mind. The investment plans offered are:

Fidelity 9.1% return per year
Optima 16.1% return per year
CaseWay 7.3% return per year
Safeway 5.6% return per year
National 12.3% return per year

Since Optima and National are riskier, the Sweets want a limit of 30% per month of their total investments placed in these two investments. Since Safeway and Fidelity are low risk, they want at least 40% of their investment total placed in these investments. What would be a recommended mixture of investment plans for Bob and Dora Sweet based on their requirements?

Reference no: EM132839489

Questions Cloud

Explain team leadership model : This is referencing the Hill Model for Team Leadership approach to leadership. Please explain how a team leader could use the Team Leadership Model
Project management fundamentals in the health care industry : Why is it important to understand and apply project management fundamentals in the health care industry? Explain 175 words
Analyze indigo e-commerce portal : Research and analyze "Indigo's E-Commerce Portal", and discuss thefollowing:
Describe three of new agencies that were part of new deal : Identify and describe three of the new agencies that were part of the New Deal. Assess their benefits and drawbacks, and explain their effects
Recommended mixture of investment plans : What would be a recommended mixture of investment plans for Bob and Dora Sweet based on their requirements?
The cost and quality in health care : Cost, quality, and access to care have been Americans' main concerns when it comes to health care.
HFAC130-1 Financial Accounting Assignment : HFAC130-1 Financial Accounting Assignment Help and Solution, Boston City Campus - Assessment Writing Service - Calculate the net realisable value
Contrast the experience of americans on the home front : Compare and contrast the experience of Americans on the home front, including workers, African Americans, Mexican Americans, Japanese Americans
Why is spam dangerous to the victim : Which types of scams do scam artists use to steal the personal, financial, and banking information of victims? Why is spam dangerous to the victim?

Reviews

Write a Review

Business Management Questions & Answers

  Impact of medicare over the past decade

Conduct research on the impact of Medicare over the past decade. Specifically look for recent literature on the Obama Administration Healthcare Act

  Develop a marketing plan for the new product

Which of the following components of the political environment should Norma be LEAST concerned with as her industry begins to develop a marketing plan for the new product.

  What is simple linear regression

What is simple linear regression in relation to statistics and one example?

  Describe some management styles and practices

Describe some management styles and practices that will be effective for the United States of America's businesses in the next decade.

  Method for seemingly implanting false memories

The Lost-in-the-mall technique is a method for seemingly implanting false memories in people; using it, researchers ask people to recall details about a fictional event (like being lost in the mall) and many then think they do. We considered the ..

  Evolved from training as an event to learning

In your own words, define training, and explain how training has evolved from training as an event to learning. Discuss the difference between learning and knowledge in your response. 200 word minimum.

  Posting an image that reminds

Posting an image that reminds you of a 20th century manager. Describing why you chose that image and how it reflects the roles and functions of the 20th century manager.

  What is a swoc analysis

What is a SWOC analysis? Why would it be important to understand?

  Implication of the four­drive theory of motivation

According to expectancy theory, an unwanted reward has: The main implication of the four­drive theory of motivation is that ABC Corp. brought in a performance­based reward system that accurately identified employees who performed better than others...

  Explain situational-transformational and servant leadership

Explain Situational, Transformational, and Servant Leadership. Do NOT simply provide a brief textbook definition. Be thorough and explain the overall philosophy

  Lucid and accurate writing

These experts are known for their lucid and accurate writing which also assists to develop strong accounting concepts among the students.

  Product and process layoutexplain what is the difference

product and process layoutexplain what is the difference between product layout and process layout? which product and

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd