Investment Class Average Return Small Stocks 17% Large Stocks 12% Long-Term Corporate Bonds 7% Long-Term Government Bond
Posted: Sun Jun 05, 2022 7:01 am
Investment Class
Average Return
Small Stocks
17%
Large Stocks
12%
Long-Term Corporate Bonds
7%
Long-Term Government Bonds
6%
US Treasury Bills
3%
Money Market
1%
Mark has decided to start saving for retirement. He has 15 years
until retirement and would like to retire a millionaire. His
advisor has told him that he should invest 50% in large
company stocks and 50% in long-term corporate bonds. How much
does he need to invest each month to retire
with $1,000,000.
N
I/Y
PV
PMT
FV
What if Mark invested the same amount
of money each month in just large company stocks?
N
I/Y
PV
PMT
FV
What if Mark invested the same amount
of money each month in just long-term corporate bonds?
N
I/Y
PV
PMT
FV
Average Return
Small Stocks
17%
Large Stocks
12%
Long-Term Corporate Bonds
7%
Long-Term Government Bonds
6%
US Treasury Bills
3%
Money Market
1%
Mark has decided to start saving for retirement. He has 15 years
until retirement and would like to retire a millionaire. His
advisor has told him that he should invest 50% in large
company stocks and 50% in long-term corporate bonds. How much
does he need to invest each month to retire
with $1,000,000.
N
I/Y
PV
PMT
FV
What if Mark invested the same amount
of money each month in just large company stocks?
N
I/Y
PV
PMT
FV
What if Mark invested the same amount
of money each month in just long-term corporate bonds?
N
I/Y
PV
PMT
FV