Planit:Asset Allocation with Detailed Assets Exercise Answer Key

Country Specific

Canada English
== Question One: == Julie Evans wants to change her current investment strategy, but wants no more than $15000 to be allocated to International Equities, and wants at least $10000 in Canadian Equities. Julie Evans’s risk profile is very aggressive. To try and balance this high level of risk, you recommend she assume a 0.50% lower rate of return. What is the rate of return and standard deviation for Julie’s and target portfolio? Hint: Use “Custom” portfolio on the Asset Allocation screen so you can set the percent or dollar amount of funds to be allocated into the target portfolio for each asset class. Template:Asset Allocation Detailed Assets Exercise Answer Key

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