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You save $5,000.00 and invest 60% of it in stocks while leaving the rest in a savings account earning a 4.9% APR. The stock increases 9% in the first year and loses 4% of its value the second year. What is the total amount gained during the 2 years? What would the gain have been if all of the investment had been left in the savings account?

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Answered by GPT 3.5
First, let's calculate the amount gained from the stock investment:

Initial stock investment = $5,000 x 60% = $3,000

After the first year:
Stock investment = $3,000 x 1.09 = $3,270

After the second year:
Stock investment = $3,270 x 0.96 = $3,139.20

Total amount gained from stock investment = $3,139.20 - $3,000 = $139.20


Now, let's calculate the amount gained from the savings account:

Initial savings account investment = $5,000 x 40% = $2,000

After 2 years:
Savings account investment = $2,000 x 1.049^2 = $2,098.80

Total amount gained from savings account = $2,098.80 - $2,000 = $98.80


Total amount gained from both investments = $139.20 + $98.80 = $238.00


If all of the investment had been left in the savings account, the gain after 2 years would be:
Initial investment = $5,000
After 2 years:
Savings account investment = $5,000 x 1.049^2 = $5,247.45

Total gain if all investment was left in savings account = $5,247.45 - $5,000 = $247.45

Therefore, the total amount gained during 2 years would have been $238.00 if 60% was invested in stocks and 40% in the savings account, while the gain would have been $247.45 if all the investment was left in the savings account.

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