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For your final project, you will build three $ 5 0 0 , 0 0 0 portfolios: CONSERVATIVE, MODERATE AND AGRESSIVE. You will include 8
For your final project, you will build three $ portfolios: CONSERVATIVE, MODERATE AND AGRESSIVE. You will include investment vehicles in each portfolio. Although you will include some paragraph writing to explain your approach and selections, most of your project will include comparisons of your selections and respective portfolios. You will use information from your text as well as publicly available information from sources such as The Wall Street Journal, S&P Dow Jones, individual company websites, among others.
Provide details on each investment vehicle you select. The following are examples of details to consider when selecting a specific investment vehicle:
Historical returns
Beta
Fees, commissions, or other charges
Comparison to other vehicles in the same class or to the appropriate index that is if you choose Fund A describe how it compares to its peer group
Investment minimums, if applicable
Asset class and style eg largecap stock, municipal bond fund, etc
Special considerations.
Please site sources
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