File Home Insert Draw Desig Layou RefereMailir Revies 5 6 4 3 1 2 Debt Allocation What return will your fixed Income need to contribute to your portfolio? What was the return requirement for your portfolio? What risk tolerances must you work within? How will the allocation to your foed income affect your overall portfolio? Maturity Ranges Short-term (1-3 year) Medium or Intermediate-term (4-10 year) 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. 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 ii. 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 by investing in the bonds you selected? a g Planning for the next step 1. Decide what role your fixed income investments will serve in your portfolio 2 What returns are required from your fixed income investments? 3. How will the risk of your bond selection limit your equity selection? 335 words D. Focus erd I se ch 7696 8 hp File Home Insert Draw Desig Layou RefereMailir Revies 5 6 4 3 1 2 Debt Allocation What return will your fixed Income need to contribute to your portfolio? What was the return requirement for your portfolio? What risk tolerances must you work within? How will the allocation to your foed income affect your overall portfolio? Maturity Ranges Short-term (1-3 year) Medium or Intermediate-term (4-10 year) 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. 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 ii. 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 by investing in the bonds you selected? a g Planning for the next step 1. Decide what role your fixed income investments will serve in your portfolio 2 What returns are required from your fixed income investments? 3. How will the risk of your bond selection limit your equity selection? 335 words D. Focus erd I se ch 7696 8 hp