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

question 61

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 $134 and that of AGG is $110. If you expect the return on SPY to be 10% in the next year and the return on AGG to be 8%, what is the expected return for your retirement portfolio?

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Definitions:

Unit Sales

The number of individual units of a product sold in a specific time period.

Contribution Margin Ratio

The ratio of Contribution Margin (sales minus variable costs) to sales revenue.

Target Profit

The specific amount of net income that a company aims to achieve within a certain time frame.

Monthly

Pertaining to or occurring every month, often used in the context of reporting, billing, or accounting periods.

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