王暄_品职助教 · 2021年11月13日
Total economic wealth = Human capital + Financial capital = $2,900,000 +$9000,000 = $3,800,000.
Target equity allocation of total economic wealth = $3,800,000 × 40% =$1,520,000
Human capital equity allocation = $2,900,000 × 35% = $1,015,000
Financial capital equity allocation = $1,520,000 – $1,015,000 = $505,000
Financial capital equity allocation = Financial equity allocation/Total financial capital= $505,000/$900,000 = 56.1%
