A client with over $1 Million dollars in brokerage accounts comes to you for investment advice. The client currently has the following portfolio in his brokerage account.

a.Discuss current portfolio

i.Talk about current investments one by one

ii.Provide reasons whether it is good or not?

b.Develop a portfolio following CAPM. Your client is relatively conservative and told you that he wants at least 30% of money in safe assets.

i.Show clients graphically client's portfolio along CAPM.

ii. Explain briefly why it is following finance theories.