The benchmark is a passive $500,000 portfolio of 50% equities, 40% bonds, and 10% cash. Specifically, the portfolio consists of:
50% Fidelity Equity Index Fund, FUSEX
40% Vanguard Long Term Bond Fund, VUSTX
10% Cash (Money Market Instruments) earning 5%
Downloadable Materials | The Quiz Page | Portfolio Assignment | Course Home Page | Giddy's Resource Page |
Copyright ©2001 Ian Giddy. All rights reserved.