My Portfolio Management
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PORTFOLIO MANAGEMENT ROGELIO R. MAGANTE JR.
CASE: Rogelio Magante Jr. OVERVIEW: • Single, 36 yrs. Old, 29 yrs. To retirement. • Salary of P288,000 per year pays all current expenses and leaves P24,000 for savings. • Has saved P173,000 in cash equivalent. • Excellent health: employer-paid health insurance until December 2008. • Has a life insurance with a face amount of P300,000. • Taxes at 35%, to continue in the future. • 4% inflation to continue in the future. • Would accept a 3% real after-tax return on investment, with only less than 10% annual downside risk.
CASE: Rogelio Magante Jr. Objectives: • Return investment- by the time of retirement should earn P898,000 annually on investment.
CASE: Rogelio Magante Jr. OVERVIEW: • Single, 36 yrs. Old, 29 yrs. To retirement. • Salary of P288,000 per year pays all current expenses and leaves P24,000 for savings. • Has saved P173,000 in cash equivalent. • Excellent health: employer-paid health insurance until December 2008. • Has a life insurance with a face amount of P300,000. • Taxes at 35%, to continue in the future. • 4% inflation to continue in the future. • Would accept a 3% real after-tax return on investment, with only less than 10% annual downside risk.
CASE: Rogelio Magante Jr. Objectives: • Return investment- by the time of retirement should earn P898,000 annually on investment.
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