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BFIN 255-Individual Stock Portfolio Analysis Due WEDNESDAY March 29, 2023-5% 1. Complete the investment risk profile to determine your OWN PERSONAL PROFILE. 2. With
BFIN 255-Individual Stock Portfolio Analysis Due WEDNESDAY March 29, 2023-5% 1. Complete the investment risk profile to determine your OWN PERSONAL PROFILE. 2. With a fictitious investment fund of $200,000 CDN, you are required to set up a stock portfolio based on the concept of ASSET ALLOCATION (investments that provide a mix of safety, income, and capital appreciation). NOTE: These investments need to align with your personal profile that you have established in question #1. 3. INVESTMENT RULES: a. Your FIRST day of purchasing investments will be MONDAY March 20 through FRIDAY March 24 (5 days of trading). YOU must invest ALL of the $200,000 and be invested in common shares, preferred shares, and mutual funds (Chap. 11 and 13). b. Disregard commissions on all the purchases. c. State the REASONS why you choose each investment. d. Chart ALL your investments for the one week of trading (see page 352 in text book for example). 4. CONCLUSION- **Calculate how much OVERALL gains or losses you had in the 5 days of trading. **What did you learn from this assignment??
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