In this case study you are to create a balanced portfolio that achieves the following:

1. A minimum of five different sectors.

2. The portfolio can include equity, debt and cash investment categories.

3. ETFs, Mutual funds and stocks are allowable investments.

4. The total value of the portfolio is $100,000.

5. The portfolio beta must be between .75 and .85

6. The portfolio must include an investment with a beta of 1.8 or greater.

7. Cash money market included have a beta of 0.

8. Past performance indicating 6% per year minimum

In your discussion portion of the assignment be sure to include the following:

1. The past performance of each investment selected.

2. The rationale behind the sectors chosen.

3. The expected portfolio return and the rationale behind your prediction