Planit:Exercise on Asset Allocation with Detailed Assets

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Solve for the following problem:

Julie Evans wants to change her current investment strategy, but wants no more than $15,000 to be allocated to International Equities, and wants at least $10,000 in Canadian Equities.

Julie’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.

Check the accuracy of your client against the answer key

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