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    Tina Huang

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    Tina Huang has $10,000 to allocate. She plans to give 20% ($2,000) to her mother for raising her single-handedly, 15% ($1,500) to save for her own college tuition, and 10% each ($1,000) to her grandparents for their help raising her and to her younger sister for college. She will invest 10% each ($2,000 total) in Apple and Google for long-term growth. Tina also plans to donate 10% ($1,000) to the Boston Chinatown Neighborhood Center, 5% ($500) to other charities, 5% ($500) to start a trust fund for future generations, and 5

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    Tina Huang

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    14 views13 pages
    Tina Huang has $10,000 to allocate. She plans to give 20% ($2,000) to her mother for raising her single-handedly, 15% ($1,500) to save for her own college tuition, and 10% each ($1,000) to her grandparents for their help raising her and to her younger sister for college. She will invest 10% each ($2,000 total) in Apple and Google for long-term growth. Tina also plans to donate 10% ($1,000) to the Boston Chinatown Neighborhood Center, 5% ($500) to other charities, 5% ($500) to start a trust fund for future generations, and 5

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    Tina Huang has $10,000 to allocate. She plans to give 20% ($2,000) to her mother for raising her single-handedly, 15% ($1,500) to save for her own college tuition, and 10% each ($1,000) to her grandparents for their help raising her and to her younger sister for college. She will invest 10% each ($2,000 total) in Apple and Google for long-term growth. Tina also plans to donate 10% ($1,000) to the Boston Chinatown Neighborhood Center, 5% ($500) to other charities, 5% ($500) to start a trust fund for future generations, and 5

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Download as pptx, pdf, or txt
    14 views13 pages

    Tina Huang

    Uploaded by

    api-302820435
    Tina Huang has $10,000 to allocate. She plans to give 20% ($2,000) to her mother for raising her single-handedly, 15% ($1,500) to save for her own college tuition, and 10% each ($1,000) to her grandparents for their help raising her and to her younger sister for college. She will invest 10% each ($2,000 total) in Apple and Google for long-term growth. Tina also plans to donate 10% ($1,000) to the Boston Chinatown Neighborhood Center, 5% ($500) to other charities, 5% ($500) to start a trust fund for future generations, and 5

    Copyright:

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    of 13

    $10,000

    INVESTMENT
    Tina Huang
    Comprehensive Chinese

    THE BREAKDOWN
    1. Give it to my mom 20%
    2. Save for college 15%
    3. Give to my grandparents 10%
    4. Give it to my younger sister 10%
    5. Invest in Apple 10%
    6. Invest in Google 10%
    7. Donate to Boston Chinatown Neighborhood Center 10%
    8. Donate to charities 5%
    9. Put into trust fund for future generations 5%

    20% FOR MY MOM


    ($2,000)
    I would give the largest portion 20% of the money

    to my mom because she is the best. She raised


    my sister and I single handedly and I will forever
    be grateful.

    15% SAVE FOR COLLEGE


    ($1,500)
    I am saving 15% of the money for myself

    for college because I am heading off to


    college next year and the money will be
    needed to pay tuition.

    10% FOR MY GRANDPARENTS


    ($1,000)
    I will give 10% to my grandparents

    because they helped my mom raise my


    sister and I. I think they also deserve
    money from all their hard work.

    10% FOR MY SISTER


    ($1,000)
    I will also give another 10% to my younger

    sister Lina because she will need the


    money for college and other expenses as
    she grows up. While it is not much, it will
    suffice.

    BOTH 10% TO INVEST IN


    APPLE & MICROSOFT
    ($2,000)
    I will also invest 10% to invest in both

    Google and Apple because I believe the


    companies will only increase in value over
    time and will be a good investment.

    10% DONATE TO BOSTON CHINATOWN


    NEIGHBORHOOD CENTER ($1,000)
    I will also donate 10% of the money to

    Boston Chinatown Neighborhood Center


    (BCNC) because I have been at their
    organization for more than four years and
    they have treated so well like family. I want
    to give back to their organization for all
    their love and help.

    5% DONATE TO
    CHARITIES ($500)
    I would also donate 5% to other charities

    because I believe giving back to the


    community is important.

    5% TO PUT INTO TRUST


    FUNDS ($500)
    I will put 5% of the money into a trust fund

    so I can start saving for the future


    generations to come. This money should
    gain interest over my lifetime.

    5% TO PUT INTO SAVINGS


    ACCOUNT ($500)
    Lastly, I will keep 5% of the money and put

    in a savings account so that it can


    accumulate interest over time.

    APA CITATION
    Investing In Apple: The Risks & Rewards | Investopedia. (2015).

    Retrieved April 14, 2016, from http://


    www.investopedia.com/stock-analysis/021815/investing-apple-risk
    s-rewards-aapl.aspx

    7 reasons to buy Google stock. (n.d.). Retrieved April 14, 2016,

    from http://
    www.marketwatch.com/story/7-reasons-to-buy-google-stock-201503-25
    Other Ways to Give. (n.d.). Retrieved April 14, 2016, from http://
    bcnc.net/index.php/other-ways-to-give.html
    Setting Up a Trust Fund. (n.d.). Retrieved April 14, 2016, from

    http://
    life.familyeducation.com/trust-funds/money-and-kids/48035.html

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