he following six competencies will be addressed in your presentation:

• Differentiate diverse market types to utilize market mechanics.
• Include a discussion of how the current securities regulations would affect your portfolio. Also, you will need to explain on which market your new portfolio will be launched.

• Evaluate equity and fixed income securities.
• Examine types of securities and asset classes.
• In this section, select which securities will be held in your portfolio (specifically, whether you are going to hold stocks, bonds, mutual funds, etc.) and non-traditional assets. Be sure to explain why your mix is a good fit for your portfolio.

• Compare forms of fundamental and technical analyses.
• Explain the purpose of technical and fundamental analyses of your selected assets in the portfolio.

• Appraise the uses of derivative instruments to construct practical applications for investors.
• Explain your rationale for the inclusion or exclusion of derivatives from your portfolio.

• Evaluate multiple risk types and their impact on different securities.
• Select and explain your risk mitigation and avoidance techniques that you will utilize for this portfolio.