Select one of the four portfolios below and identify the percentage you would invest in each. Describe the strategy you used to allocate the percentages for each.
Select one of the four portfolios below and identify the percentage you would invest in each. Describe the strategy you used to allocate the percentages for each.
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
Problem 1PS
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Essay Questions
You have just received an inheritance from your aunt of $25,000 in a brokerage account. According to your aunt's will, the monies cannot be withdrawn or put into a savings account (including a CD). The funds must be invested in three different types of financial investments.
- Select one of the four portfolios below and identify the percentage you would invest in each. Describe the strategy you used to allocate the percentages for each.
- Research specific investments based on the portfolio you selected. Identify each investment you selected and explain why you made those selections. (Note – there should be at least three symbols in your essay that identify your investments).
|
Option 1 |
Option 2 |
Option 3 |
Option 4 |
|
Stock |
Mutual Fund |
Bond |
REIT |
|
Bond |
EFT |
Mutual Fund |
ETF |
|
Mutual Fund |
Stock |
ETF |
Mutual Fund |
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