For your investment portfolio, you will select three specific investments (e.g. companies for stock, mutual funds, bonds, banks for savings, or other investments) as described in thelesson. Based on your review of thelesson, you are now aware of the risk associated with each type of investment.To find specific examples of these types of investments to include in your portfolio, consider searching by type of investment and then narrowing your selection to a single investment such as a specific company or fund. Your portfolio must include ONE investment option for each level of risk: aggressive, moderate, and conservative. Organize your research by filling out adata sheetfor each investment. Keep in mind that the rates of return are unknown for some types of investments.

Note that theminimum required investmentis a dollar amount needed to open the investment account. For stocks and bonds, this may simply be the current stock price or face value of the bond. Mutual funds, CDs, and some stocks will require a minimum purchase, such as an initial deposit of $500. This will vary by the investment and the entity offering it (the financial institution, investment brokerage, or the government).

Use theseresourcesto help you find the following information:

1. Name of company or investment
2. Company details
3. Type of investment (ex: stock, CD, mutual fund, bond, etc.)
4. Risk level (high, moderate, or low)
5. Expected rate of return
6. Minimum required investment
7. Why are you interested in this investment? (Be sure to discuss statistics found in research and include at least five sentences.)

Stock tables can be a valuable resource for your research. Many websites update these daily and provide important criteria to investors. You can view this information in various formats in print or online, but all will report the same basic statistics. Learn more about how to read astock table.

Step 2: Gather evidence

Collect visuals representing important information about your investments. Examples of visual evidence include screen captures of a website showing stock values for a given day, a scanned image of a newspaper stock table, etc. Evidence should show the date of publication as well as the source. You can also choose to create graphs illustrating the prices of your individual stocks over time and a graph of the overall portfolio value over time. Collect or construct a minimum of three visuals, one for each investment.

Step 3: Present Your Portfolio

Organize your research and evidence into one presentation or document. You can choose to be creative in how you present your work but be sure to include all the essential elements. These include the data sheet information for three investments, at least three visuals, and citationsfor your sources. In addition, be sure you check your work for spelling and grammar.

Data Sheet:

Moderate Investment Name of company or investment Expected rate of return Minimum required investment (dollar amount) Why are you interested in this investment? Aggressive Investment Name of company or investment Company details Type of investment Expected rate of return Minimum required investment (dollar amount} Why are you interested in this investment? Conservative Investment Name of company or investment Company details Type of investment Risk level Expected rate of return Minimum required investment (dollar amount) Why are you interested in this investment? Moderate Investment Name of company or investment