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H 6 8 8 C D EF 1 Scenario 1 - Financial Investment Portfolio 2 3. Using a similar model from Chapter 8 Case Study,

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H 6 8 8 C D EF 1 Scenario 1 - Financial Investment Portfolio 2 3. Using a similar model from Chapter 8 Case Study, develop an investment plan for this scenario: 5 Anew wealth management client is looking to invest in three investments which includes stocks, crypto-currency, and real estate 7 The client is willing to divest his $3,000,000 portfolio with the following conditions. 9 Stocks 1. Must be balanced portfolio with 3 stocks averaging a 15% return YoY 2. Investment is between 30%-50% of portfolio 3. Assume that the total risk of the stock portfolio is 10% 12 13 14 Crypto Currency 15 1. Use 1-2 currencies for this portfolio, averaging at least a 20% return Yoy. 16 2. Investment is a maximum of 20% of portfolio 17 3. Assume that the total risk of the crypto currency portfolio is 50% 18 19 Real Estate 20 1. Market driven research showing a potential return of 20% 21 2. Investment is a maximum of 50% of portfolio 3. Assume that the total risk of the sreal estate portfolio is 5% 10 11 22 AWN Part 1-20 points Provide a 1-2 page write-up on your investment selections for each portfolio. For example, for the stock and crypo currency portfolio, provide the reasons and research that led you to selecting the stocks for the Heal Estate portfolio, provide market research findings Recto, Blow, etc) and and burvations in 2-3 markets and selecting 1. Part 2.50 points This will be broken up into Itections, each section will be a page with results of your analysis representing each investment in the client's portfolio Use the solver Excel add in to find the optimal return given the conditions, ou may need to use the solver tool more than once to ment the client's requirements. -art 3 -30 Points, Final Investment Plan this is the last section that shows your resulting analysis. This will include a solver including your Stock, Crypto Currency and Real Estate Options

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