Solved

Your Retirement Portfolio Comprises 200 Shares of the S&P 500

question 2

Multiple Choice

Your retirement portfolio comprises 200 shares of the S&P 500 fund (SPY) and 100 shares of iShares Barclays Aggregate Bond Fund (AGG) .The price of SPY is $130 and that of AGG is $ 105.If you expect the return on SPY to be 9% in the next year and the return on AGG to be 7%,what is the expected return for your retirement portfolio?

Definitions:

Vertical Analysis

An accounting method where each entry in a financial statement is listed as a percentage of another item, facilitating ratio analysis and comparisons.

Statement Of Financial Position

The statement of financial position, commonly known as the balance sheet, reports a company's assets, liabilities, and shareholders' equity at a specific point in time.

Current Liabilities

Obligations or debts that a company needs to settle within one fiscal year or its operating cycle, whichever is longer.

Vertical Analysis

A method of financial statement analysis in which each entry for each of the three major categories of accounts, or financial statements, is represented as a proportion of the total account.