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eted text with the relevant information. 2 3 Investment 4 Cash and Cash Equivalents: 5 1. [Insert text.] Percentage of Investment Portfolio Projected Annual

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eted text with the relevant information. 2 3 Investment 4 Cash and Cash Equivalents: 5 1. [Insert text.] Percentage of Investment Portfolio Projected Annual Rate of Return [Insert text.] [Insert text.] 6 2. [Insert text.] [Insert text.] [Insert text.] 7 3. [Insert text.] [Insert text.] [Insert text.] 00 Totals: 0.00% 0.00% 9 Bonds: 10 1. [Insert text.] [Insert text.] [Insert text.] .1 2. [Insert text.] [Insert text.] [Insert text.] 2 3. [Insert text.] [Insert text.] [Insert text.] 3 Totals: 0.00% 0.00% 4 Equities: 5 1. [Insert text.] [Insert text.] [Insert text.] 6 2. [Insert text.] [Insert text.] [Insert text.] 7 3. [Insert text.] [Insert text.] [Insert text.] 8 Totals: 0.00% 0.00% 9 0 1 0.00% 1. Describe what makes this portfolio suitable for a conservative investor. Reference characteristics of each asset category and acceptable ranges for a conservative investor to support your explanation. 2. Describe how you determined the Projected Annual Rate of Return for each investment. 3. Use the weighted return total to justify your investments.

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