September 2023 DUE Wednesday 12 09 2015 Your first task is to post your own Key Assignment Outline plan for the Phase 4 project seen
2024 INV IP 4 Assignment Help
DUE Wednesday 12 09 2015 Your first task is to post your own Key Assignment Outline plan for the Phase 4 project seen 2023
DUE Wednesday 12/09/2015 Your first task is to post your own Key Assignment Outline/plan for the Phase 4 project seen below. DUE Sunday 12/13/2015 1200 words APA format, in text citations, title and reference pages Part 1 Tasks In general terms, discuss how the following should be taken into consideration when constructing an investment portfolio: · Age · Income · Debt level and assets · Marital status · Parental status · Risk tolerance · Time horizon · General economic conditions Part 2 Tasks Task 1 Discuss the efficient market hypotheses, and answer the following question: · Does this hypothesis support active trading or buying a passive stock index fund? Task 2 · Discuss several pieces of legislation that were enacted to protect against unethical investing practices. Task 3 To illustrate your knowledge of portfolio construction, design a portfolio based on the following scenario: · Robert and Susan Jenkins have inherited $200,000. They are aggressive investors with a joint annual income of $100,000, no debt, and an additional $500,000 in assets other than the $200,000 inheritance. Design 2 separate $200,000 portfolios based on the following scenarios: · The couple has 3 children between the ages of 9 and 17 years old, and they will use this money to pay for their college education. · The couple will use the money to help fund retirement in 35 years. When designing your portfolios, be sure to keep the following in mind: · Each portfolio should contain at least 3 common stocks, 1 American Depositary Receipt (ADR) that you researched, and 3 bonds. · Leaving a portion of the portfolio in cash is an option if you feel that is it appropriate. · Charts and graphs should be used where appropriate. · Portfolio models should be based on the Jenkins’ demographic profile and time horizon. Be sure to include the following in your discussion: · Reasons for your investment choices · Stock and bond investment risk and return factors · The security market line · Beta and standard deviation · Bond duration and interest rates
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