Question
I- Investor profile In this part you should include the main factors that you should take into consideration before investing, such as: type of investor
I- Investor profile
In this part you should include the main factors that you should take into consideration before investing, such as: type of investor (tolerance to risk and time), investment objective (s), money available to start and contribute, intermediaries, costs to assume , etc.
II- Asset allocation
According to the different investor profiles, illustrate the recommended distribution of financial instruments. According to the type of investor you consider yourself (show evidence of the type of investor you are), illustrate how your portfolio would be constituted.
III- Considerations when investing:
Discuss other factors that you would take into consideration when investing, such as: taxes, costs, performance, etc.
IV- Portfolio illustration:
According to the recommended composition for your portfolio according to the type of investor, illustrate in which instruments you would particularly invest and analyze if you would do it through an intermediary (describe what type) or on your own and if this is the case, what mechanism would use.
PLEASE HELP!
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