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Frances Bonner, a retired nurse, is a potential new client for Fullen Capital Management. Bonner has told Fullen that in order to pay the living expenses not covered by her pension and social security, she must generate $10,000 annually on her $500,000 investment portfolio. She does not want to use principal to meet her living expenses. Fullen has four model portfolios that Bonner could use for her portfolio.
Based on Roy’s Safety-First Measure, Bonner should select: A. Portfolio C. B. Portfolio B. C. Portfolio A. |