1answer.
Ask question
Login Signup
Ask question
All categories
  • English
  • Mathematics
  • Social Studies
  • Business
  • History
  • Health
  • Geography
  • Biology
  • Physics
  • Chemistry
  • Computers and Technology
  • Arts
  • World Languages
  • Spanish
  • French
  • German
  • Advanced Placement (AP)
  • SAT
  • Medicine
  • Law
  • Engineering
malfutka [58]
3 years ago
6

You are 40 years old. Your investment portfolio currently consists of: (1) a savings account, with a $16,000 balance, (2) certif

icates of deposit (CDs) worth $20,000, and (3) an investment portfolio consisting of 40% bonds, 40% equities, and 20% cash and cash equivalents. Your bonds are thirty-year U.S. government bonds, while your equities are made up solely of your employer’s stock. Your cash holdings consist of your savings account and CDs. Your employer’s stock paid a 1% dividend and its market value has increased 10% over the last year. The bonds have paid 3.0% interest. The rate of inflation is 2.5%. Your investment goals are mainly focused on retirement, and you have no large purchases planned in the short term.
The value of your current investment portfolio is (180,000 or 144,000 or 108,000 . This consists of 36,000 or 100,000 or 80,000 in cash and cash equivalents, 108,000 or 72,000 or 54,000 in bonds, and 90,000 or 72,000 or 54,000 in equities.

Given the existing composition of your investment portfolio, how would you characteristic your investment strategy? Is it conservative, moderate, or aggressive?

a. The investment strategy is aggressive.
b. The investment strategy is moderate.
c. The investment strategy is conservative.
Business
1 answer:
murzikaleks [220]3 years ago
8 0

Answer:

Option C is correct one.

<u>The investment strategy is conservative. </u>

Explanation:

This is so because most of the money is either in cash or certificates of deposits. Portfolio also consists 40% of bonds with 6% interest rate and 40% equities are also only of the employer's stock. The rate of appreciation and dividend is also very low on this stock. Hence due to all these factors we can say the strategy is conservative.

You might be interested in
Alejandro purchased a building in​ 1985, which he uses in his manufacturing business. Alejandro used the ACRS statutory rates to
bija089 [108]

Answer:

Option A is the correct one.

$500000 sec 1245 ordinary income and $300000 sec 1231 gain

Explanation:

The total gain is $800000

800000-(500000-500000)

Of the total $800000 gain, $500000 gain will be treated as recapture of the depreciation taken under section 1245 and the remaining $500000 is traested as gain under section 1231 as the depreciatble property is used in business for more than 1 year .

3 0
3 years ago
Read 2 more answers
Marketing is ________. satisfying customers at a profit the business function that identifies customers and their needs and want
Gwar [14]

Marketing is<u> business</u>. satisfying customers at a profit the business function that identifies customers and their needs and wants product, place, promotion, and price all of the above.

Marketing is the process of researching, creating, and offering value to meet the needs of a target market for goods and services. May include target group selection. Choose specific attributes or topics to highlight in your ad. conduct advertising campaigns; participate in trade fairs and public events; Buyer-friendly product and packaging design.

Defining terms and conditions of sale such as prices, discounts, warranties, and return policies. Posting products to the media or to individuals who are believed to influence the buying habits of others.

Agreements with retailers, wholesalers, or resellers; seeking to generate brand awareness, loyalty, and positive sentiment; Marketing is usually done by the seller, usually a retailer or manufacturer. Tasks may also be assigned to special marketing companies or advertising agencies.

Learn more about Marketing here : brainly.com/question/25754149

#SPJ4

3 0
2 years ago
Keith was put on probation for a string of customer complaints about his poor service and professionalism. his supervisor was us
andrew-mc [135]

Answer:  coercive

Explanation:

5 0
2 years ago
Bilateral and multilateral agreements around the world as well as the achievements of the World Trade Organization will help the
Orlov [11]

Answer:

overcome the challenge of deciding about further enlargement

Explanation:

The World Trade Organization main goal is to eliminate both tariff and non-tarrif barriers in world trade. It has 164 members states, and has been largely successful in this goal.

These achievements, as well as the achievements of other multilateral trade agreements help the European Union overcome debates about further enlargement and integration because not only do they lay the foundation for future economic integration, but also they represent empirical evidence that proves that economic integration is largely benefitial to signing countries.

5 0
3 years ago
What are the roles of financial manager ?​
LiRa [457]

Answer:

hope it helps

Explanation:

A Financial Manager, or Finance Manager, builds financial strategies and reports to help companies improve their financial health and meet their long-term goals. Their main duties include preparing an organizations’ activity reports, creating financial forecasts and brainstorming ways to maintain or reduce company costs

4 0
3 years ago
Other questions:
  • The following cost data pertain to the operations of Bouffard Department Stores, Inc., for the month of May. Corporate legal off
    5·1 answer
  • The cost structure of two firms competing in the same industry is represented by the following cost formulas: Company X = $2,276
    9·1 answer
  • In the film (around 2:08-2:11) the people in the town of Arcata CA are discussing the role that corporations should play in a de
    10·1 answer
  • Investment from a macroeconomic perspective refers to
    13·2 answers
  • The Parvizians own several oriental rug stores in and around the Washington, DC, metropolitan area. It is expected that as each
    10·1 answer
  • Shawn purchased a new car with the special 4.9% financing. If the car's price was $29,999 and he financed it for three years, fi
    14·2 answers
  • What are two properties that all particles of matter have in common <br><br><br><br> SCIENCE
    9·2 answers
  • A company is evaluating an investment which has an initial investment of $15,000. Expected annual net cash flows over four years
    5·1 answer
  • A sales invoice included the following information: merchandise price, $4,000; transportation, $300; terms 1/10, n/eom, FOB ship
    7·1 answer
  • Ways which business can overcome competition in the market environment​
    13·1 answer
Add answer
Login
Not registered? Fast signup
Signup
Login Signup
Ask question!