Question
How can it take in consideration the following when I'm making an investment profile. Age, Income, Debt level and assets, Marital status, Parental status, Risk
How can it take in consideration the following when I'm making an investment profile.
Age, Income, Debt level and assets, Marital status, Parental status, Risk tolerance, Time horizon, General economic conditions.
1 - Discuss market hypotheses, for the
Is this hypothesis support trading or buying passive stock index fund?
2 - What are the legislation that were enacted t for the prevention of unethical investing.
3 -make a portfolio based on these scenario: Keren and Anahave inherited $200,000. They are aggressive investors with a joint annual income of $100,000, no debt, and an additional $500,000 in assets other than the $200,000 inheritance.
Design 2 separate $200,000 portfolios based on the following scenarios:
The couple has 3 children between the ages of 9 and 17 years old, and they will use this money to pay for their college education.
The couple will use the money to help fund retirement in 35 years.
keeping in mind the portfolio must have 3 common stocks, 1 American Depositary Receipt (ADR) that you researched, and 3 bonds.
If appropriate leaving apportioning cash is allowed. Charts or graphs should be used. Portfolio models is based on Ana demographic profile and time horizon.
explain the choose the investment, the risk for the stock and bonds, are there on the security market, their beta and stander changes, timeline and the interest rate for the bonds. I have no books all I have is the library and I'm overwhelmed I don't know where to start.
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