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Here is a list of possible investment opportunities from which your clients can choose. For each client, construct a portfolio with 50% invested in each

Here is a list of possible investment opportunities from which your clients can choose. For each client, construct a portfolio with 50% invested in each of two different investment types that are listed. (This restriction is for simplicity for the exam. In reality, you could include more than two investment types.) Explain why you chose those two investment types for each client.

Exchange Traded Fund - Includes a 60/30/10 mix of Stocks, Bonds, and Money Market Funds

Mutual Fund - Includes a 50/50 mix of stocks and bonds

Money Market Fund

Certificate of Deposit, 6-month

Corporate Bond, 20-year

U.S Government Bond, 30-year

Buy an Existing Business

Gold

Real Estate to Rent

Common Stock

Call options on a new tech stock that youve been told could be the next Google.

Client E - A pension fund, defined contribution, with $200,000,000 to invest.

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