Which factor had the greater effect on the composition

Reference no: EM132758207

Question: 1. Use the Asset Allocator Calculator to develop an appropriate investment allocation model for Chandni and Hasit.

2. Using the sample returns above and the asset allocation model from question 1, calculate the weighted annual return projected for their portfolio.

3. Using the weighted return (rounded to the nearest whole percent) from question 2 and the Investment Return Calculator, determine the nominal value of Hasit and Chandni's portfolio at age 60. Assume their savings rate is indexed to inflation, the account is not taxdeferred, and that their asset allocation does not change.

4. Using the Asset Allocator Calculator, recalculate questions 1 and 2 changing Hasit and Chandni's risk tolerance score to 9 and leaving their economic outlook score unadjusted.

5. Using the Asset Allocator Calculator, recalculate questions 1 and 2 changing Hasit and Chandni's economic outlook score to 7 and leaving their risk tolerance score unadjusted.

6. Changing which factor had the greater effect on the composition of the portfolio? Changing which factor had the greater effect on the return of the portfolio? Which factor do you believe should have more impact? Why?

Reference no: EM132758207

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