Question
Congratulations! You have been hired as a Financial Analyst by TK Enterprises. As an ambitious new financial analyst, you want to make a good impression
Congratulations! You have been hired as a Financial Analyst by TK Enterprises. As an ambitious new financial analyst, you want to make a good impression on the firm's management and your direct supervisor. As your first assignment, you have been asked to create a diversified portfolio and presentation, which you will present on December 12th. Since the firm believes in collaboration, you will work with another financial analyst in the firm. The following are guidelines and requirements that will need to be met:
1. Assume an initial investment of $100,000.
2. The investor: Ms. Greta Roadie plans to retire in 25 years and is willing to accept moderate risk for a portion of her investment. She is requiring a return of 8% for moderately risky products, however as any investor, she requires a higher return as risk increases.
3. Research various instruments that are currently available to investors today. What would you select to insure a fully diversified portfolio?
4. Be sure to spread the risk and include a full spectrum of products.
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