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Denise died April 1 and owned several bonds that paid interest March 31 and September 30. Also, she owned stock that paid dividends quarterly on March 31, June 30, September 30, and December 31. Denise's estate received the interest and dividends on the payment dates. What should be included in Denise's gross estate?
Expected Return
The weighted average of all possible returns, with weights equal to the probabilities of each outcome.
Equally-Weighted
An investment strategy where each security is assigned the same weight or importance in a portfolio, promoting diversification.
Risk-Free Asset
An investment with a certain return, usually with low returns, considered to have negligible risk, such as government bonds.
Expected Return
The anticipated value or profit gained from an investment over a specified period, considering all possible outcomes.
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