Question
Assume that your uncle gave you $50,000 to invest solely in mutual funds. Based on your point in the life cycle and your investment philosophy,
Assume that your uncle gave you $50,000 to invest solely in mutual funds. Based on your point in the life cycle and your investment philosophy, identify your investment goals and explain how you would spread your money among different funds.
Include the funds you would invest in, the amounts you would invest and explain why you selected these funds.
Investment goals identified : Define investment goals clearly with examples.
Mutual funds identified: Provide a clear breakdown of the Mutual Funds that would be invested into with some basic information on why they were selected.
Amount invested: Provide a clear breakdown of all $50k of investments by mutual fund.
Investments explained: Selection criteria of purchased Mutual Funds is clearly explained. compare funds based on the selection criteria.
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