(Building/Creating a strategy benchmark)

a)

Create a strategy benchmark. Explain why this benchmark is appropriate.

b)

Submit an excel file with separate sheets in the file for each of the following:

1) Your original portfolio with stock names and weights

2) Your portfolio categorized by the weights in each sector/geography etc. indicated.

3) A list of the Etfs that you selected with Ticker symbols and their ong names, information on

the ETFs (this can be copied or downloaded from Factset on your excel spreadsheet);

allocations to each ETF (Percentage invested in each ETF) and an explanation of why you think a

blend of these etfs will best reflect your investment strategy and therefore is suitable.

Your