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Free Series 66 Mock Exam
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Question 1 of 10⏱ 08:00
A college endowment worth $200 million spends 5% of its value each year to fund scholarships. The trustees expect inflation to average 3% and annual costs of 0.5%. They ask what return the portfolio needs to preserve its real purchasing power over time while keeping the spending policy. What is the approximate required return?
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