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In this part of the discussion, part II , you will act as a financial advisor. The case is a friend who is looking for
In this part of the discussion, part II you will act as a financial advisor. The case is a friend who is looking for advice and has a list of various ETFs and mutual funds as investments. Your job is to analyze and provide advice as to what you think would be strong options in which they could invest. Your friend has not invested in the past and tells you they are looking for broad exposure to sectors in the economy and are conservative when it comes to risk. They think they would like some companies with growth potential and some dividend income.
This assignment will look at different funds and you will provide the profile and top holdings of each option. In addition, you will compare the option on returns, and fees. You will need to use web search engines to find the profile and top holdings.
Part II List of funds to consider:
You will analyze the following five Mutual Funds or ETF.
SPDR S&P ETF Trust ticker symbol SPY
American Growth Fund Series One ticker symbol AMRBX
Fidelity Fund Ticker symbol FFIDX
Invesco KBW
ProShares Bitcoin Strategy ETF BITO
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