✔ 最佳答案
(a)
基金 = 1,268,000 x 17% = $215,560
股票 = 1,268,000 x 8% = $101,440
債券 = 1,268,000 x 16% = $202,880
外幣存款 = 1,268,000 x 24% = $304,320
現金 = 1,268,000 x (100% - 17% - 8% - 16% - 24%) = $443,800
(b)
取消基金 + 股票共 $215,560 + $101,440 = $317,000
$317,000按4:3:1的比重投放在
現金 : $317,000 x 4/(4+3+1) = $158,500
債券 : $317,000 x 3/(4+3+1) = $118,875
外幣存款 : $317,000 x 1/(4+3+1) = $39,625
整個投資組合內各部份的投資金額 :
債券 : $202,880 + $118,875 = $321,755
外幣存款 : $304,320 + $39,625 = $343,945
現金 : $443,800 + $158,500 = $602,300
(c)
減持投資組合內四成的現金後整個投資組合內各部份的投資金額 :
債券 : $321,755
外幣存款 : $343,945
現金 : $602,300 x (100% - 40%) = $361,380
債券佔 [321,755 / (321,755 + 343,945 + 361,380)] x 100%
= 31.33%
外幣存款佔 [343,945 / (321,755 + 343,945 + 361,380)] x 100%
= 33.49%
現金佔 [361,380 / (321,755 + 343,945 + 361,380)] x 100%
= 35.19%
小心D其實好EASY啫~~