✔ 最佳答案
基金17% , 股票8% , 外幣存款24% , 債券16% , 其他是現金
(a) 基金17% = $1268000 (投資總額) x 17% = $215560
股票8% = $101440
外幣存款24% = $304320
債券16% = $202880
現金 比例為 = 100% - (基金17% + 股票8% + 外幣存款24% + 債券16%)
= 35%
現金 = $443800
(b) 股票+基金 = $215560 + $101440
= $317000
將相關的資金按 4 :3 :1 的比重分別投放在現金、債券和外幣存款上
現金= (股票+基金) ($215560 + $101440) ÷ (4 + 3 + 1) x 4 + $443800
= $602300
債券= $317000 ÷ (4 + 3 + 1) x 3 + $202880
= $321755
外幣= $317000 ÷ (4 + 3 + 1) x 1 + $304320
= $343945
(c) 減持投資組合內四成的現金後 = $602300 x (1- 40%) or $602300 - 40%
= $361380
整項投資的總金額 = 現金 $361380 + 債券 $321755 + 外幣存款 $343945
= $1027080
現金、債券及外幣存款金額的百分比
現金 = $361380 ÷ $1027080 = 35.18518%
債券 = $321755 ÷ $1027080 = 31.32716%
外幣 = $343945 ÷ $1027080 = 33.48765%