Hello,can you do this project? - Copyright 2011: Raptor Mind Systems P ortfolio Management Case Study A: Individual T he Hannefins have come to you fo r help managing their portfolio. Document Preview: CaseA_Hannefins_Individual_Web Home Taxable Accounts Additional Annual Living Expenses - Pre-tax Type Cash / Money Market Expected Sharpe Ratio Annual Return Standard Deviation Risk-free rate Total Annual Mortgage Payments - Pre-tax Annual income taxes Portfolio US Stocks - Index International Stocks - Index Taxable Bonds - Index Contribution % Allocated Pre-Tax % Return Age Father plans to retire Minimum Cash Needed for Emergencies Annual Pre-tax Income [while working] Mortgage [15 years remaining] Age of Child - Anne Age of Child - Brent Age of Father (family income earner) Age of Mother Answers Hannefins Rates Current Cost of 4 Years at In-State University Current cost of condo in the Bahamas carve-out from now College cost inflation All other non-college expense inflation Required Return IRA & 401K Desired After-tax Income in Retirement Totals Emerging Market Stocks CDs present value carve-out of expense cost at time # yrs Case A Part 1 # years Retirement Maximum Desired Required Return In Retirement Assets [$US] Liabilities [$US] Expenses [$US] Liquidity Need Income and Pre-Retirement Part 2 - A Part 2 - B to expense Carve-out window, # of years before expense Years Growth Carve-out Amount Part 2 - C After Carve-Out Portfolio Value N/A Part 2 - D Total Risky Assets [%] Starting Portfolio * including growth to next carve-out after carve-out * Pre-Retirement Portfolio Allocation International Bonds Tax-Exempt Municipal Bonds?9?/?13?/?2010 450000.00 445000.00 725000.00 0.11 0.20 0.34 0.11 0.24 0.31 0.06 0.05 0.38 325000.00 0.04 0.04 145000.00 0.04 0.01 0.15 265000.00 0.11 0.19 0.37 15000.00 0.09 0.23 0.24 71250.00 0.05 0.01 0.70 0.08 7.00 123000.00 -23382.00 -62718.00 -36900.00 0.06 0.03 0.04 9.00 15.00 42.00 41.00 62.00 CaseA_Hannefins_Individual_Web Home Taxable Accounts Additional Annual Living Expenses -... Attachments: Case-A--Indiv....pdf Case-A--Excel....xls Case-B--Indiv....pdf Case-B--Excel....xls Case-C--Insti....pdf
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