Build a portfolio (3 to 5 stocks) with weight allocation for each share for 2022 when inflation and interest rate hikes promise to impact the stock market. Explain why choose those stocks?

Exam requirements:

1. Layout of sections, logic presentation, full test of sections including Presentation of macro assessment, industry outlook, correct selection of stocks, potential enterprises (6 points).
2. Reasonable allocation of stocks in the portfolio (3 points)
3. Clear presentation, alignment of margins, full figures, few spelling errors (1 point)