dance I | o n 4' 4 - 7\" I.\"- Thls 2 page paper that explains your philosophy of InVestment, strategy and details of the initial portfolio. In addition to your investment philosophy and process, please include the initial/starting positions for your portfolio assets and your allocations to each asset wi thin the constraints outlined in the assignment overview in the syllabus and module. (Samples are included in the Stock Market Simulation Module for reference purposes). Introduction: Brief 12 paragraphs. Investment Philosophy: Identify the investment philosophy you are going to be using as a guide to managing the pprtfolio. Keep the clients risk tolerance and expected return in mind and explain why it is the correct _ approach for them. ' What's in investment Philosomyje Investment'Process: Discuss the process/strategy you are going to be using to manage portfolio as its manager. Tie this to the client's needs and risk tolerance. How will you manage the portfolio - how often review and rebalance. What will be the criteria for making changes? Portfolio Statement Give a summary of the assets and approximate percent of the portfolio holdings by type (stocks, mutual funds, cash. index funds, EI'Fs etc.) Then, include a table that contains the assets you purchased. # of shares and starting value/position. (If youdidn't note the starting value of the investment, you can nd it under transactions.) Formatting: Use Time: Roman 1 '7 nt hmnF-sns our. 4 .. \"avg.\