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Allocator

The document outlines an investor's $10,000 portfolio allocation across six investment categories: American stocks (16%), European stocks (9.5%), bonds (22%), cash (25%), real estate (17%), and commodities (10.5%). The desired percentage and dollar allocation of the $10,000 total portfolio value is specified for each category.

Uploaded by

Karthi Kesan
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© Attribution Non-Commercial (BY-NC)
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Download as XLS, PDF, TXT or read online on Scribd
24 views

Allocator

The document outlines an investor's $10,000 portfolio allocation across six investment categories: American stocks (16%), European stocks (9.5%), bonds (22%), cash (25%), real estate (17%), and commodities (10.5%). The desired percentage and dollar allocation of the $10,000 total portfolio value is specified for each category.

Uploaded by

Karthi Kesan
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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Total value of portfolio / investable capital: $ 10,000.

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INVESTMENT DESIRED DOLLAR


CATEGORY % of PORTFOLIO ALLOCATION
1 American stocks 16.0% $ 1,600.00
2 European stocks 9.5% $ 950.00
3 Bonds 22.0% $ 2,200.00
4 Cash 25.0% $ 2,500.00
5 Real estate 17.0% $ 1,700.00
6 Commodities 10.5% $ 1,050.00
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100.0% $ 10,000.00
Total value of portfolio / investable capital: $ -

INVESTMENT DESIRED DOLLAR


CATEGORY % of PORTFOLIO ALLOCATION
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Portfolio Allocations

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