- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Step 2: Calculate Returns for Each Asset Class and for the Overall Portfolio
Step 2: Calculate Returns for Each Asset Class and for the Overall Portfolio
Calculate the weighted return for each asset class and then calculate the total actual return.
| Asset Class | Actual Weight | Quarterly Return |
| Stock mutual funds | 70% | 2.0% |
| Bond mutual funds | 20% | 1.2% |
| Cash | 10% | 0.5% |
| Total actual return | 100% | 1.65% |
