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  • Bond Fund 6% Stock Fund 10%: Returns

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    Bharat Gupta
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    An investment portfolio consisted of 30% in bonds and 70% in stocks. The bond fund returned 6% and the stock fund returned 10%. With the given allocation, the total averaged return of the portfolio was 8.8%, meeting the required minimum return of 7.5%.

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    Book1.xlsx

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    An investment portfolio consisted of 30% in bonds and 70% in stocks. The bond fund returned 6% and the stock fund returned 10%. With the given allocation, the total averaged return of the portfolio was 8.8%, meeting the required minimum return of 7.5%.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    5 views1 page

    Bond Fund 6% Stock Fund 10%: Returns

    Uploaded by

    Bharat Gupta
    An investment portfolio consisted of 30% in bonds and 70% in stocks. The bond fund returned 6% and the stock fund returned 10%. With the given allocation, the total averaged return of the portfolio was 8.8%, meeting the required minimum return of 7.5%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 1

    RETURNS

    Bond fund 6%
    Stock Fund 10%

    Proportion of investment

    Bond Fund >=30%


    Stock Fund

    Total Return >=7.5%

    Bond Investment 30%


    Stock Investment 70%
    Bond+ Stock 100%
    Averaged Returns 8.800%

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