You need to imagine that you have borrowed a total of £1,000,000 at 2% interest p.a. in perpetuity and that invested this money with the aim of funding your retirement. You hold a portfolio with the following 10 investments:

You will be charged commissions/bid-offer spread of 0.25% of the stock’s purchase price. An Excel worksheet is available on Blackboard to help you keep track of your portfolio and its performance between


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