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  3. asset class as designated below (1) amount to b

ASSET CLASS as designated below (1) Amount to be Invested Now (To...

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Question

Finance

ASSET CLASS

as designated below

(1)

Amount to be Invested Now (To Total $3m.)

(2)

Col. (2) as Percentage (%) of Total Investt

(3)

Expected % Annual Return over 10 years

(4)

Expected Initial

$ amount of Annual Return

(5) = (2) x (4)

Cash*Example only*

$300,000

*Change figures

(say) 10%

>>>>>if desired

1%

$3,000

Bonds - Australia

2%

Equities -

Australia

5%

Equities -

Overseas

6%

Real Estate

Australia

4%

Gold &

Commodities

3%

TOTALS

$3,000,000

100%

%

= [Total Col. (5)

/Total Col. (2)] x 100%

$

NOTES: In Columns (2), (3) and (5), zero is an acceptable allocation, if you choose not to invest in a particular asset class.

c. Investment Spread explain how your recommended asset allocation (the investment choices in the Table under Part A.) will help your client to achieve or align with her stated investment objectives.

d. Do you consider that bitcoin or other cryptocurrencies should be included in the investment portfolio of your client, having regard to her moderate risk tolerance? If so, what percentage of her portfolio should be the maximum you would recommend?

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