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Asset Allocation Model In this section use the investor profile below to develop an asset allocation model dividing the investments into cash, fixed income, equity

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Asset Allocation Model In this section use the investor profile below to develop an asset allocation model dividing the investments into cash, fixed income, equity and speculative. Explain your choices. Your asset allocation must contain at least one type of investment from each of the cash and fixed income categories. Your asset allocation model must have at least two equity investments. Speculative investments should be considered for high-risk investors. The costs of the investments should be identified. There is no limit on the number of investments chosen but each should be chosen for a specific reason. A proper analysis includes an economic analysis, industry analysis and company specific analysis. Describe the strategy chosen for your investment purchases. Discuss real events which took place to make you alter any decisions and why it made you take a different course of action. Reference news articles and websites to illustrate your course of action. I Criteria: Have you shown an understanding of risk, liquidity, return and time frame in selecting an asset allocation? Have you offered clear and objective evidence to support your asset allocation? Have you adhered to the required number of investments for each investment category? Do you offer reasons why one investment was chosen over another? Is there diversity within the category and a reason for that diversity? Do the choices reflect research? O 1 C

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