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Portfolio Management

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Peters Financial needs to develop an investment portfolio for Mrs. Charles from the following list of possible investments.

Investment Cash Required ($) Expected Annual Return ($)
A 5,000 500
B 8,000 640
C 3,500 390
D 10,000 700
E 8,500 750
F 12,000 1,000
G 4,000 300

Ms. Charles has a total of $30,000 to invest. The following conditions must be met:
? If Investment F is chosen, then Investment G must also be part of the portfolio.
? Only one of investments, A or B, can be included.
Which stocks should be included in Ms. Charles' portfolio?

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Solution Summary

The solution identify stock to be included in a portfolio based on given limitation.

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