Use of Financial Calculator TI BA II Plus required. You have just purchased a diversified portfolio of mutual funds by allocating $10 000 in each of a U.S. equity fund and a Canadian equity fund and by allocating $20 000 in a long-term bond fund. Long-term average annual returns on U.S. equities is 4.75 percent, on Canadian equities is 10.5 percent, and on bonds is 4.6 percent. What will your portfolio be worth in 20 years if these average rates hold true and you do not re-balance the mix?

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The Answer of Use of Financial Calculator TI BA II Plus required. You have just purchased a diversified portfolio of mutual funds by allocating $10 000 in each of a U.S. equity fund and a Canadian equity fund and by allocating $20 000 in a long-term bond fund. Long-term average annual returns on U.S. equities is 4.75 percent, on Canadian equities is 10.5 percent, and on bonds is 4.6 percent. What will your portfolio be worth in 20 years if these average rates hold true and you do not re-balance the mix?

Use of Financial Calculator TI BA II Plus Required