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理财规划报告书——林建明先生理财案例.ppt_图文



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16 300

30 , 150



150



1()



1

27



5





120



1300

2322



5300
281 205




3% 5% 5% 6% 10% 100 8% 4%

1





20087 20097

280.00

280.00



20087
0.00

: 20097
0.00



0.00

0.00

0.00

0.00



0.00

0.00

0.00

0.00



150.00

157.50



11.20



430.00

448.70

430.00

448.70

1



/ 2008-07 2008-08 2008-09 2008-10 2008-11 2008-12 2009-01 2009-02 2009-03 2009-04 2009-05 2009-06




0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000

0.4167 0.4167 0.4167 0.4167 0.4167 0.4167 0.4167 0.4167 0.4167 0.4167 0.4167 0.4167 5.0004

0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 11.2000 11.2000



-1.0000 -1.0000 -1.0000 -1.0000 -1.0000 -1.0000 -1.0000 -1.0000 -1.0000 -1.0000 -1.0000 -1.0000 -12.0000

0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000

0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000

0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000

0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000


280.0000 279.4167 278.8334 278.2501 277.6668 277.0835 276.5002 275.9169 275.3336 274.7503 274.1670 273.5837 284.2004


151
2
3
5

2

1
300201 125
3007 27310%1 FV(10,1,0,273)=300.3
300 0.3

2

1
300207273 1300.3
200100 8%1PMT8/121*121000 =8.6988104.3856
100.310%1 FV1010100.3=110.33 5.9444
1

2

5
300207273 1300.3
200100 1006%5PMT6/12 5*121000=1.9333115.9968
100.310%5FV 1050100.3=161.53425 45.5374
15 23.1996

2


3
2053% 28FV32805=11.4420 PV320-11.440 170.20
123%28 FV328-120=27.46 30PV33027.460=554.38
170.20+554.38=724.58

3
3% 4%
54167 XX2000*15%-125X-4167 5402.35
12%8%2%1% 5402.35/1-23%*8%=561.28
28FV4/1228*12-561.280 =346,728.11=34.67

3
200028 FV3/1228*1202000=4628
5402.35/0.77=7016.0428 FV3/1228*127016.04,0/28*12=10,975
4628+10975/2*28%+346700/170=4223.8330 PV4/1230*12-4223.83,0=88.77
88.77

3
50% 724.58*50%=362.29
88.77
273.52



4
322 5%2FV520-3=3.3075 2422FV5223.3075,0=133.723810%24 PMT10240133.7238=1.511 PV10240133.7238 =13.5764
28724.58-88.77=635.81 28PMT10280635.81 =4.7374PV10280 635.81=44.0892

4
207 300-20-7-13.5764-44.0892=215.33 FV1010215.33=236.863
1006% 20015PMT 6/1215*121000=0.8439 10.1268

4
10.1268+1.511+4.7374+7=23.3752 23.3752/300=7.79%
7.79%

5
53005 FV550300=382.8845 382.8845*40%=153.1538
5FV550150=191.4422 481.3960
10153.1538(191.4422-81.3960+10)=33.1076

5
433.1076PMT1040 33.1076=7.1337
382.8845-153.1538=229.73 236%18.69
7.133718.69
(1.511+4.7374+7+18.69)/300=10.65%,

6
28 70%PV 283-120225.17
4 22PV522-3.3075,0 =43.54
PV283-50 93.82

6
225.1770%+43.54201.16
225.1770%+43.54-93.82107.34
10055
50 5030
1020

7
,10% 15% FV275-30001120.0369












100 5550
50 301020



51502



XX



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