Grubman Finance Assingment Help With Solution

Grubman Finance Assingment Help With Solution

Mr. and Mrs. Grubman have $10,000 in cash they received for their wedding.  They would like to invest this amount for their eventual retirement in 30 years.  After an in-depth analysis of their situation, you determine that 10% should be placed in a money-market/short-term bond fund for emergencies, 50% should be place in a diversified stock fund, 20% in a intermediate/long-term bond fund, 10% in an international stock fund, and 10% in a REIT fund.

Fill in the table below based on the tickers.  For types, use these:  Money, Bond, Stock, International, and REIT.  Ignore required minimums.

Type of Fund Name Ticker Expense Ratio 10 year Avg ret. as of 12/31/2014
    VMMXX   1.63%
    VFITX   4.69%
    VFICX   5.38%
    VWEHX   6.46%
    VTSAX   8.10%
    VEXAX   9.24%
    VINEX   6.65%
    VHGEX   6.29%
    VGSLX   8.54%



  1. Click on the VTSAX fund. What is this fund’s largest holding(which stock) and how many stocks does it hold in total as of 12/31/2014?


  1. Using VMMXX, VFITX, VTSAX, VINEX, and VGSLX, examine the ten year historical returns for these five funds as of 12/31/14. I’ve listed them in case Vanguard updates them.  Assuming historical returns are at least a proxy for expected returns, determine the weighted average expected return for this portfolio.  Remember, we only look at historical results to give us an idea of what to expect in the future.  It should be used as a guide only.  To calculate your weighted average return, use the following formula: Weighted average expected return = .1(expected money market fund return) + .2(expected bond fund return) + .5(expected stock fund return) +  .1(expected international fund return) + .1(expected Reit fund return).


Expected return = _______________


  1. Based on your answer from question 3, how much should the Grubmans expect to have 30 years from now?



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  1. Assume a standard deviation of 10% for your portfolio. What is the best and worst possible outcome 30 years from now based on the lower and upper bounds of a 80% confidence interval given an initial $10,000 investment?  Don’t forget to change the confidence interval on the spreadsheet.  You need to go to the risk and return spreadsheet for this question.



  1. Based on the risk and return spreadsheet, at what year is the lower bound above the $10,000 initial investment?


  1. Assume now that the Grubmans add $3,000 each year to their retirement fund in addition to the $10,000 initial investment. How much should the Grubmans expect to have 30 years from now?  What is the best and worst possible outcome 30 years from now based on the lower and upper limits of a 80% confidence interval?  You again need to go to the risk and return spreadsheet for this question.


Expected _________________  Lower limit ______________ Upper limit _________________


  1. Now let’s look at Vanguard ETFs. A good place to look at all sorts of ETFs is

There should be a link for Vanguard ETFs.  Let’s find one stock, bond, international, and REIT ETF.  Fill in the table below: (You may have to click on the fund to find expense ratios).

Type of Fund Name Ticker Expense Ratio 10 year Avg ret. as of 12/31/2014
    BND   5 year= 4.31
    VXF   9.25%
    VT   5 year = 9.32
    VNQ   8.54%
  1. And fill in the table below.
Type of Fund Name Ticker Total Expense Ratio Premium/discount



Now go to D2l and answer the Mutual Fund Assignment questions.  If you have done the above, it should be easy.  There will be a couple of calculations required so it is a good idea to have the risk-return spreadsheet open.



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