Current Portfolio (Not efficient)

Real estate

Fixed income assets

Equities

Portfolio composition

18.4%

67.9%

13.7%

Portfolio returns

9.37%

Portfolio risk

1.29%

Efficient Portfolio 1 (return maximized, risk kept constant)

Portfolio composition

20.0%

71.0%

9.0%

Portfolio returns

9.43%

Portfolio risk

1.29%

Efficient Portfolio 2 (risk minimized, return kept constant)

Portfolio composition

21.0%

70.0%

9.0%

Portfolio returns

9.37%

Portfolio risk

1.27%