6-2 Homework

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Xhzzvr108

Business Finance

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Complete the problems found in the attached Module Six Homework Question document.

PLEASE I NEED A WORD AND AN EXCEL SPREADSHEET.

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QSO 520 Module Six Homework Question 1. (P6-35) Theo Harris earns $55,000 a year and has $9,000 to invest in a portfolio. His investment alternatives and their expected returns are shown in the table below. Investment A B C D E F Description IRA (retirement) Employer’s retirement plan Deferred income (retirement) Unity mutual fund Liberty mutual fund Money market Expected Return 3.5% 4.5% 8.0% 7.0% 7.5% 5.5% Theo’s investment goals are as follows and can be ranked according to the weights shown in parenthesis. Which investments should be included in Theo’s portfolio, and how much should he invest in each? Goal 1: (25) Invest all funds available. Goal 2: (20) Maximize the total annual return in dollars, with a target of $1,000. Goal 3: (15) Invest at least 3% of salary in employer’s retirement plan. Goal 4: (15) Invest at least 10% of the total investment in the money market. Goal 5: (10) Invest at most 25% of the total investment in retirement plans. Goal 6: (10) Invest at least 50% of the total investment in non-retirement plans. Goal 7: (5) Invest at most 50% of the total investment in mutual funds. Which investments should be included in Theo’s portfolio?
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Explanation & Answer

Hello, please find attached the completed task. I hope that you will find it satisfactory.Reards

Linear Programming question
Maximum Objective
Name
ZX1

Final value
583.5

variables
Name
Solution X1
Solution x2
Solution x3
solution x4
solution X5
solution x6

original value

Name
Constraints 1 LHS
Constraints 2 LHS
Constranits 3 LHS
constraints 4 LHS
Constraints 5 LHS
Constraints 6 LHS

cell value

final value
0
0
0
0
0
0

0
1650
600
0
4500
2250

Constraints
9000
1650
2250
2250
6750
4500

Status
Binding
Bin...

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