Reading 14: Managing Individual Investor Portfolios －LOS l class, objective, return, black

mayanfang1

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]

mayanfang1

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%

pundit

a

miguelliu

thx

zhouyp1982

 r

delta_leaf

 thx

mashanghao

v

rc2008

d

dandinghe4748

ok

jrxx999

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