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Your Retirement Portfolio Comprises 300 Shares of the S&P 500

Question 3

Multiple Choice

Your retirement portfolio comprises 300 shares of the S&P 500 fund (SPY) and 100 shares of iShares Barclays Aggregate Bond Fund (AGG) .The price of SPY is $140 and that of AGG is $ 95.If you expect the return on SPY to be 15% in the next year and the return on AGG to be 8%,what is the expected return for your retirement portfolio?


A) 12.52%
B) 11.67%
C) 13.71%
D) 12.25%

Correct Answer:

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