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Reading 14: Managing Individual Investor Portfolios -LOS l

Q5. What is the Analees return objective?

A)   6.67%.

B)   6.17%.

C)   3.83%.

[此贴子已经被作者于2009-1-20 10:31:23编辑过]

答案和详解如下:

Q5. What is the Analees return objective?

A)   6.67%.

B)   6.17%.

C)   3.83%.

Correct answer is A)

The Analees’ pre-tax return objective is computed as follows:

Ongoing living expenses

$75,000

Travel expenses

$15,000

College Fund

$20,000

Total

$110,000

Portfolio Principal Value

$3,000,000

Income Objective:

(110,000 / 3,000,000) 3.67%

Plus Inflation:

+3.00%

Total Return Objective:

6.67%

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