Question
In general how should I taken into consideration constructing an investment portfolio: Age, Income, Debt level and assets, Marital status, Parental status, Risk tolerance, Time
In general how should I taken into consideration constructing an investment portfolio:
Age, Income, Debt level and assets, Marital status, Parental status, Risk tolerance,
Time horizon, and General economic conditions .
1 - As playing different markets hypothesis provided an answer for; this hypothesis support trading or buying a passive stock index?
2 - Explain some legislation protect against unethical investing.
3 - Design a portfolio based on these scenario: Karen and Ana have 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.
Compost 2 separate $200,000 portfolios based on these 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. When designing the portfolios, keep in mind: The portfolio need at least 3 common stocks, 1 American Depositary Receipt (ADR) that you researched, and 3 bonds.
If necessary, I can leave the portion in cash.Use a Charts or graphs. Portfolio should be based on Ana demographic profile and time horizon.
4 - Brief discussion: Dividend discount model, Capital asset pricing model (CAPM).
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