Retirement savings

 Analyze your portfolio choices from a behavioral perspective and evaluate the asset allocation adopted applying the portfolio theory concepts studied.

You need to imagine that you have borrowed a total of £1,000,000 at 2% interest p.a. in perpetuity and that invested this money with the aim of funding your retirement. You hold a portfolio with the following 10 investments: You will be charged commissions/bid–offer spread of 0.25% of the stock’s purchase price. An Excel worksheet […]

Scroll to top