for this project, imagine that you are in charge of managing the investments for a large company. As the head investment officer, you are in charge of investing the company's one milion dollars to earn a positive return on investment. The company's goal is to bulld a diversified investment portfolio that is actively managed by your team. Available investments may include Equities (common and preferred stock), Fixed income (Corporate bonds), Government securities, Certificate of Deposit (or other forms of cash equivalents), Mutual Funds, ETFs (Exchange-traded funds), Unit investment Trusts (UITs) and real estate. The company does not want any investments in derivatives or other highly leveraged/risky products: Overall, the company has a medium risk tolerance and has a long.term time line for the investments in their portfolio. They would like to see diversification into a minimum of four different types of investments. They would also like to see annual returns in line with standard market indicators, such as the 585000 or large mutual fund partfolio performances (like fidelity funds). They abs want to ensure that the portfolio does not loose more than 30% of its value in any given year. You must submit a breakdown of the specific investments and amounts that you select for the portfollo. Submit an excel file that lists the investment symbol or other identifier, the number of shares purchases if applicable and the amount invested. Aso include the portfolio weights into the different investment categories. You must invest into four different investment categories, but can select up to 10 different individual investments within any category. (For example, if you invest in a portion of the money in equities, you could select Google, Amaron, GM, Apple, etc. as the individual stock investments). Your investments should add up to one million dollars. You should inchde real-time price quotes for the investments you are selecting. Be sure to indicate the date in which you priced out your investments on the market. You can use Yahoofinance or any other investment page to price your product. Be sure to also tell me the source used for your product pricing Overall Portfolio - What is your overall portfolio return goal? - What are the different imvestment category portfolio weights? (what % of the money is in stocks, bonds, etc. ?) - What diversification goals do you have for the portiolio? How are your investments meeting this goal? - What performance/market indicators Will you use to gauge your performance? - What are you doing to ensure losses don't exceed 30 - ? Individual Investments - What is the anticipated return on this investment? - What have been the past returns for this investment? - What is the time horizon of the investment? - Are there any tax-exempt opportunities with this investment? - Do you have any lost protection for the investment? - How risky is the imvestment? is the risk vs reward reflected is the expected return
