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Acting as a financial adviser one of your duties is to create a balance of stocks and bonds that are tailored to the risk tolerance
Acting as a financial adviser one of your duties is to create a balance of stocks and bonds that are tailored to the risk tolerance of your client. This means, some people want riskier balance with the goal of making more money, while others will take a lower risk to be safer with their investments.
Your client has informed you that they have a desired average risk of and have $ to invest in your suggested stocks and bonds. They also want triple the number of shares of MAT compared to BUS. You have selected:
Stock MAT which has a risk of and costs $ per share.
Stock BUS which has a risk of and costs $ per share.
Bond SAFE which has a risk of and a cost of $ per share.
You have determined you should buy shares of MAT, shares of BUS, and shares of SAFE.
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