Posted: December 6th, 2016

Create a portfolio for Ms. Stevens based on the constraints and goals listed above. Use the information provided in the Excel spread sheet.

Scenario 2

Client information:

Name: Rachel Stevens

Age: 40

Goal: Retirement income

Risk tolerance: Maximum portfolio standard deviation of 12%

1. Create a portfolio for Ms. Stevens based on the constraints and goals listed above. Use the information provided in the Excel spread sheet.
2. Calculate the expected return of the portfolio for Ms. Stevens.
3. Calculate the standard deviation of the portfolio for Ms. Stevens.
4. Calculate the Sharpe Ratio of the portfolio for Ms. Stevens.
5. Create an IPS for Ms. Stevens.

Links to fund sites (you are not limited to just using these companies):

https://investor.vanguard.com/home/

http://us.ishares.com/home.htm

https://www.spdrs.com/