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    This investment report provides details on 6 bond options for retirement planning. It lists the bond name, amount invested, maximum investment allowed, expected return rate, years to maturity, whether the bond term is over 10 years, and rating. The total available to invest is $750,000 and $375,000 is required to be invested. The bonds from ACME Chemical and MicroModeling are rated excellent and have terms over 10 years.

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    Fig3 20

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    ocap
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    This investment report provides details on 6 bond options for retirement planning. It lists the bond name, amount invested, maximum investment allowed, expected return rate, years to maturity, whether the bond term is over 10 years, and rating. The total available to invest is $750,000 and $375,000 is required to be invested. The bonds from ACME Chemical and MicroModeling are rated excellent and have terms over 10 years.

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    This investment report provides details on 6 bond options for retirement planning. It lists the bond name, amount invested, maximum investment allowed, expected return rate, years to maturity, whether the bond term is over 10 years, and rating. The total available to invest is $750,000 and $375,000 is required to be invested. The bonds from ACME Chemical and MicroModeling are rated excellent and have terms over 10 years.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xls, pdf, or txt
    5 views2 pages

    Fig3 20

    Uploaded by

    ocap
    This investment report provides details on 6 bond options for retirement planning. It lists the bond name, amount invested, maximum investment allowed, expected return rate, years to maturity, whether the bond term is over 10 years, and rating. The total available to invest is $750,000 and $375,000 is required to be invested. The bonds from ACME Chemical and MicroModeling are rated excellent and have terms over 10 years.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
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    of 2

    Investment Report

    Retirement Planning Services, Inc.

    Amount Maximum Years to 10+ years?


    Bond Invested 25.0% Return Maturity (1-yes, 0-no) Rating
    ACME Chemical $0 $187,500 8.65% 11 1 1-Excellent
    DynaStar $0 $187,500 9.50% 10 1 3-Good
    Eagle Vision $0 $187,500 10.00% 6 0 4-Fair
    MicroModeling $0 $187,500 8.75% 10 1 1-Excellent
    OptiPro $0 $187,500 9.25% 7 0 3-Good
    Sabre Systems $0 $187,500 9.00% 13 1 2-Very Good
    Total Invested: $0 Total: $0 Total: $0 Total:
    Total Available: $750,000 Required: $375,000 Allowed:

    Page 1
    Investment Report

    Good or worse?
    (1-yes, 0-no)
    0
    1
    1
    0
    1
    0
    $0
    $262,500

    Page 2

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