Write my Paper investment plan

 

 

 

 

You selected sheets that provided a profile on a representative client. Using either you or your partners representative clients complete the following information each section should be about two paragraphs. Supporting detail can be provided as needed. 1) Describe client current situation (profile that you selected). 2) Define client risk tolerance (based on survey) 3) Describe current economic environment citing at least 4 key economic indicators. 4) Identify and recommend asset allocation ranges and expected return assumptions for client. 5) Identify specific investments for each asset class including mutual fnds, ETFs & individual securities as needed. You will be required to select at least one individual security. 6) Provide information on the individual stock you selected and describe why you selected it including business, competitive position, financial position, valuation attractiveness, technical indicators that might indicate it is a good time to buy. 7) Select one corporate, municipal or treasury bond and describe why you selected it. Describe the business, YtM or YTC, Duration, What impact rising rates would have on the value of the bond. 8) Identify how you could hedge your portfolio using options contracts. 9) Identify how you will evaluate performance.

 

 

 

Is this question part of your Assignment?

We can help

Our aim is to help you get A+ grades on your Coursework.

We handle assignments in a multiplicity of subject areas including Admission Essays, General Essays, Case Studies, Coursework, Dissertations, Editing, Research Papers, and Research proposals

Header Button Label: Get Started NowGet Started Header Button Label: View writing samplesView writing samples