GayatriRevanwar/gayatri-llama-2-1k · Datasets at Hugging Face

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<s>[INST] Jodi Park is a 64-year-old Female who works as a Doctor. They are currently Married and live at 656 Brenda Haven, New Juan, SC 64718 in USA. They have 5 dependents: Jacqueline (Age: 7, Gender: Male), Julie (Age: 26, Gender: Male), Leslie (Age: 25, Gender: Female), Ashley (Age: 19, Gender: Female), Kenneth (Age: 13, Gender: Female). Their financial goal is Save for House with a target amount of $274932 to be achieved in 91 months. Currently, they earn $49760 per month and have an expenditure of $44760. They have $34503 in savings, $14265 in fixed deposits, $29275 in stocks, $16250 in mutual funds, and $15431 in other investments. No insurance. No debt. Emergency Fund: Yes, Amount: $4952. [/INST] Plan for Jodi Park:
1. Income: $49760 per month
2. Emergency Fund: $4952 (adequate for 6 months of expenses).
3. Savings: $34503
4. Debts: $0 () with an interest rate of 0.0%.
5. Insurance: with coverage of $0 and a monthly premium of $0.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $29275
Future Value after 10 years: $73187.5
Annual Interest Rate: 20.0%
Investment Type: Mutual Funds
Monthly Contribution: $16250
Future Value after 10 years: $32500.0
Annual Interest Rate: 15.0%
Investment Type: Fixed Deposit
Monthly Contribution: $14265
Future Value after 10 years: $21397.5
Annual Interest Rate: 7.0%
Investment Type: Bonds
Monthly Contribution: $15431
Future Value after 10 years: $18517.2
Annual Interest Rate: 3.5%
7. Financial Goal: Save for House with a target amount of $274932 to be achieved in 91 months.
8. Net Worth: $274932.0
9. Recommendations:
- Increase monthly contributions to meet the financial goal.
- Consider reallocating investments to achieve better returns based on your risk profile.
- Ensure adequate emergency fund and insurance coverage.
</s>
<s>[INST] Jonathan Watts is a 48-year-old Male who works as a Artist. They are currently Married and live at 3235 Belinda Skyway, Tracystad, KY 01090 in Canada. They have 3 dependents: Samuel (Age: 20, Gender: Female), Rebecca (Age: 24, Gender: Female), Alexis (Age: 21, Gender: Male). Their financial goal is Travel with a target amount of $103287 to be achieved in 23 months. Currently, they earn $56650 per month and have an expenditure of $31914. They have $14647 in savings, $26435 in fixed deposits, $16776 in stocks, $29229 in mutual funds, and $8593 in other investments. No insurance. Debt: Yes, Amount: $14368, Type: Personal Loan, Interest Rate: 14.737824942191427%. Loan Start Date: 2021-02-12, Loan End Date: 2026-02-27. No emergency fund. [/INST] Plan for Jonathan Watts:
1. Income: $56650 per month
2. Emergency Fund: $191484 (adequate for 6 months of expenses).
3. Savings: $14647
4. Debts: $14368 (Personal Loan) with an interest rate of 14.737824942191427%.
5. Insurance: with coverage of $0 and a monthly premium of $0.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $16776
Future Value after 10 years: $41940.0
Annual Interest Rate: 20.0%
Investment Type: Mutual Funds
Monthly Contribution: $29229
Future Value after 10 years: $58458.0
Annual Interest Rate: 15.0%
Investment Type: Fixed Deposit
Monthly Contribution: $26435
Future Value after 10 years: $39652.5
Annual Interest Rate: 7.0%
Investment Type: Bonds
Monthly Contribution: $8593
Future Value after 10 years: $10311.6
Annual Interest Rate: 3.5%
7. Financial Goal: Travel with a target amount of $103287 to be achieved in 23 months.
8. Net Worth: $88919.0
9. Recommendations:
- Increase monthly contributions to meet the financial goal.
- Consider reallocating investments to achieve better returns based on your risk profile.
- Ensure adequate emergency fund and insurance coverage.
</s>
<s>[INST] Kelly Kerr is a 58-year-old Female who works as a Engineer. They are currently Married and live at 791 Andrade Island Apt. 155, Jeffreyland, ID 20530 in USA. They have 4 dependents: Danielle (Age: 19, Gender: Male), Ricky (Age: 1, Gender: Male), Jesse (Age: 24, Gender: Male), Richard (Age: 17, Gender: Female). Their financial goal is Travel with a target amount of $183694 to be achieved in 25 months. Currently, they earn $88258 per month and have an expenditure of $49644. They have $26934 in savings, $2984 in fixed deposits, $43368 in stocks, $15024 in mutual funds, and $14760 in other investments. No insurance. No debt. Emergency Fund: Yes, Amount: $8905. [/INST] Plan for Kelly Kerr:
1. Income: $88258 per month
2. Emergency Fund: $8905 (adequate for 6 months of expenses).
3. Savings: $26934
4. Debts: $0 () with an interest rate of 0.0%.
5. Insurance: with coverage of $0 and a monthly premium of $0.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $43368
Future Value after 10 years: $108420.0
Annual Interest Rate: 20.0%
Investment Type: Mutual Funds
Monthly Contribution: $15024
Future Value after 10 years: $30048.0
Annual Interest Rate: 15.0%
Investment Type: Fixed Deposit
Monthly Contribution: $2984
Future Value after 10 years: $4476.0
Annual Interest Rate: 7.0%
Investment Type: Bonds
Monthly Contribution: $14760
Future Value after 10 years: $17712.0
Annual Interest Rate: 3.5%
7. Financial Goal: Travel with a target amount of $183694 to be achieved in 25 months.
8. Net Worth: $183694.0
9. Recommendations:
- Increase monthly contributions to meet the financial goal.
- Consider reallocating investments to achieve better returns based on your risk profile.
- Ensure adequate emergency fund and insurance coverage.
</s>
<s>[INST] Stephanie Hall is a 25-year-old Male who works as a Engineer. They are currently Divorced and live at 7424 Dodson Loaf Suite 651, Martinezhaven, FM 05495 in India. They have 2 dependents: Rachel (Age: 9, Gender: Female), Joseph (Age: 28, Gender: Male). Their financial goal is Save for House with a target amount of $472318 to be achieved in 104 months. Currently, they earn $40245 per month and have an expenditure of $31151. They have $24011 in savings, $220 in fixed deposits, $14465 in stocks, $23313 in mutual funds, and $8336 in other investments. Insurance: Health Insurance with a premium of $7631 and coverage of $265152. No debt. Emergency Fund: Yes, Amount: $5416. [/INST] Plan for Stephanie Hall:
1. Income: $40245 per month
2. Emergency Fund: $5416 (adequate for 6 months of expenses).
3. Savings: $24011
4. Debts: $0 () with an interest rate of 0.0%.
5. Insurance: Health Insurance with coverage of $265152 and a monthly premium of $7631.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $14465
Future Value after 10 years: $36162.5

<s>[INST] Jodi Park is a 64-year-old Female who works as a Doctor. They are currently Married and live at 656 Brenda Haven, New Juan, SC 64718 in USA. They have 5 dependents: Jacqueline (Age: 7, Gender: Male), Julie (Age: 26, Gender: Male), Leslie (Age: 25, Gender: Female), Ashley (Age: 19, Gender: Female), Kenneth (Age: 13, Gender: Female). Their financial goal is Save for House with a target amount of $274932 to be achieved in 91 months. Currently, they earn $49760 per month and have an expenditure of $44760. They have $34503 in savings, $14265 in fixed deposits, $29275 in stocks, $16250 in mutual funds, and $15431 in other investments. No insurance. No debt. Emergency Fund: Yes, Amount: $4952. [/INST] Plan for Jodi Park:

1. Income: $49760 per month

2. Emergency Fund: $4952 (adequate for 6 months of expenses).

3. Savings: $34503

4. Debts: $0 () with an interest rate of 0.0%.

5. Insurance: with coverage of $0 and a monthly premium of $0.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $29275

Future Value after 10 years: $73187.5

Annual Interest Rate: 20.0%

Investment Type: Mutual Funds

Monthly Contribution: $16250

Future Value after 10 years: $32500.0

Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit

Monthly Contribution: $14265

Future Value after 10 years: $21397.5

Annual Interest Rate: 7.0%

Investment Type: Bonds

Monthly Contribution: $15431

Future Value after 10 years: $18517.2

Annual Interest Rate: 3.5%

7. Financial Goal: Save for House with a target amount of $274932 to be achieved in 91 months.

8. Net Worth: $274932.0

9. Recommendations:

- Increase monthly contributions to meet the financial goal.

- Consider reallocating investments to achieve better returns based on your risk profile.

- Ensure adequate emergency fund and insurance coverage.

</s>

<s>[INST] Jonathan Watts is a 48-year-old Male who works as a Artist. They are currently Married and live at 3235 Belinda Skyway, Tracystad, KY 01090 in Canada. They have 3 dependents: Samuel (Age: 20, Gender: Female), Rebecca (Age: 24, Gender: Female), Alexis (Age: 21, Gender: Male). Their financial goal is Travel with a target amount of $103287 to be achieved in 23 months. Currently, they earn $56650 per month and have an expenditure of $31914. They have $14647 in savings, $26435 in fixed deposits, $16776 in stocks, $29229 in mutual funds, and $8593 in other investments. No insurance. Debt: Yes, Amount: $14368, Type: Personal Loan, Interest Rate: 14.737824942191427%. Loan Start Date: 2021-02-12, Loan End Date: 2026-02-27. No emergency fund. [/INST] Plan for Jonathan Watts:

1. Income: $56650 per month

2. Emergency Fund: $191484 (adequate for 6 months of expenses).

3. Savings: $14647

4. Debts: $14368 (Personal Loan) with an interest rate of 14.737824942191427%.

5. Insurance: with coverage of $0 and a monthly premium of $0.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $16776

Future Value after 10 years: $41940.0

Annual Interest Rate: 20.0%

Investment Type: Mutual Funds

Monthly Contribution: $29229

Future Value after 10 years: $58458.0

Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit

Monthly Contribution: $26435

Future Value after 10 years: $39652.5

Annual Interest Rate: 7.0%

Investment Type: Bonds

Monthly Contribution: $8593

Future Value after 10 years: $10311.6

Annual Interest Rate: 3.5%

7. Financial Goal: Travel with a target amount of $103287 to be achieved in 23 months.

8. Net Worth: $88919.0

9. Recommendations:

- Increase monthly contributions to meet the financial goal.

- Consider reallocating investments to achieve better returns based on your risk profile.

- Ensure adequate emergency fund and insurance coverage.

</s>

<s>[INST] Kelly Kerr is a 58-year-old Female who works as a Engineer. They are currently Married and live at 791 Andrade Island Apt. 155, Jeffreyland, ID 20530 in USA. They have 4 dependents: Danielle (Age: 19, Gender: Male), Ricky (Age: 1, Gender: Male), Jesse (Age: 24, Gender: Male), Richard (Age: 17, Gender: Female). Their financial goal is Travel with a target amount of $183694 to be achieved in 25 months. Currently, they earn $88258 per month and have an expenditure of $49644. They have $26934 in savings, $2984 in fixed deposits, $43368 in stocks, $15024 in mutual funds, and $14760 in other investments. No insurance. No debt. Emergency Fund: Yes, Amount: $8905. [/INST] Plan for Kelly Kerr:

1. Income: $88258 per month

2. Emergency Fund: $8905 (adequate for 6 months of expenses).

3. Savings: $26934

4. Debts: $0 () with an interest rate of 0.0%.

5. Insurance: with coverage of $0 and a monthly premium of $0.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $43368

Future Value after 10 years: $108420.0

Annual Interest Rate: 20.0%

Investment Type: Mutual Funds

Monthly Contribution: $15024

Future Value after 10 years: $30048.0

Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit

Monthly Contribution: $2984

Future Value after 10 years: $4476.0

Annual Interest Rate: 7.0%

Investment Type: Bonds

Monthly Contribution: $14760

Future Value after 10 years: $17712.0

Annual Interest Rate: 3.5%

7. Financial Goal: Travel with a target amount of $183694 to be achieved in 25 months.

8. Net Worth: $183694.0

9. Recommendations:

- Increase monthly contributions to meet the financial goal.

- Consider reallocating investments to achieve better returns based on your risk profile.

- Ensure adequate emergency fund and insurance coverage.

</s>

<s>[INST] Stephanie Hall is a 25-year-old Male who works as a Engineer. They are currently Divorced and live at 7424 Dodson Loaf Suite 651, Martinezhaven, FM 05495 in India. They have 2 dependents: Rachel (Age: 9, Gender: Female), Joseph (Age: 28, Gender: Male). Their financial goal is Save for House with a target amount of $472318 to be achieved in 104 months. Currently, they earn $40245 per month and have an expenditure of $31151. They have $24011 in savings, $220 in fixed deposits, $14465 in stocks, $23313 in mutual funds, and $8336 in other investments. Insurance: Health Insurance with a premium of $7631 and coverage of $265152. No debt. Emergency Fund: Yes, Amount: $5416. [/INST] Plan for Stephanie Hall:

1. Income: $40245 per month

2. Emergency Fund: $5416 (adequate for 6 months of expenses).

3. Savings: $24011

4. Debts: $0 () with an interest rate of 0.0%.

5. Insurance: Health Insurance with coverage of $265152 and a monthly premium of $7631.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $14465

Future Value after 10 years: $36162.5