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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发表于 2009-11-12 11:00
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