File Hom Inser Draw Desi: Layo Refei Maili Revie View Deve Help 1.1...2 ...3... 4 5 Wnat return will your fixed income need to contribute to your portToulor what was the return requirement for your portfolio? What risk tolerances must you work within? How will the allocation to your fixed income affect your overall portfolio? Maturity Ranges Short-term (1-3 years) Medium or Intermediate-term (4-10 years) Long-term (10+ years) Deliverables 1. Determine the allocation scheme you will use for your portfolio. 2. Determine the benchmark you will use for your bond portion of your portfolio. 3. Select at least four bonds. Do not include more than six bonds. 2. Include the CUSIP or Serial Identifier b. Include all of the bond information (this list will get you started but what else might you include?) i. YTM ii. Coupon Rate iii. Maturity type iv. Credit rating V. Issuer Name vi. 4. Explain the criteria used to select the bonds in your portfolio. 5. What risks are you exposing your portfolio to be investing in the bonds you selected 5 6 N 12 of 335 words D) Focus e P 7:02 PM 8/9/2020 File Hom Inser Draw Desi: Layo Refei Maili Revie View Deve Help 1.1...2 ...3... 4 5 Wnat return will your fixed income need to contribute to your portToulor what was the return requirement for your portfolio? What risk tolerances must you work within? How will the allocation to your fixed income affect your overall portfolio? Maturity Ranges Short-term (1-3 years) Medium or Intermediate-term (4-10 years) Long-term (10+ years) Deliverables 1. Determine the allocation scheme you will use for your portfolio. 2. Determine the benchmark you will use for your bond portion of your portfolio. 3. Select at least four bonds. Do not include more than six bonds. 2. Include the CUSIP or Serial Identifier b. Include all of the bond information (this list will get you started but what else might you include?) i. YTM ii. Coupon Rate iii. Maturity type iv. Credit rating V. Issuer Name vi. 4. Explain the criteria used to select the bonds in your portfolio. 5. What risks are you exposing your portfolio to be investing in the bonds you selected 5 6 N 12 of 335 words D) Focus e P 7:02 PM 8/9/2020