CFA level 3 mock exam 2 level 3 mock 2017

... bills and notes 15% 15% 10% 5% 0% 25 % 20 % 15% 5% 0% 5% 15% 20 % 25 % 35 % U.S equities 25 % 25 % 25 % 30 % 30 % International developed market equities 15% 15% 20 % 20 % 20 % Alternative Investments 10% 5%... Portfolio Security Bond A Bond B Bond C Price 108.586 93. 21 0 1 02. 1 03 Market Value $1,7 53, 1 93 $9 53, 456 $1, 0 32 ,37 5 Duration 5.951 2. 495 5 .30 8 Dubin knows that changes in interest rates, and even... cap Expected EPS growth rate Portfolio 35 22 2. 9 1.5% €16 billion 17% Market Benchmark 1000 15 2. 0 2 .3% 22 billion 12% Exhibit Wells Portfolio Analysis (2) Sector Consumer discretionary Energy