- Include the following minimum information on each investment Stocks: - Investment name Stock Symbol Price per share Number of shares Total dollar value Dividends paid for the year \% change over time Bonds: Bond name Bond Price Coupon Yield % change over time - Any other information to show value of portfolio - The portfolio presentation is important - It should be clear, and one you would expect to receive from an IA - Include notes explaining WHY you made the investment choices - Refer back to the economy and explain why this is a favourable investment - With the second submission explain why (or why not) you made the changes to the value, showing percentage changes to the overall portfolio. - How has the portfolio done from the initial submission to the final submission using the closing market price of Tuesday March 28th,4:00p.m. - Use benchmark performance to match your investments - Also provide a "Risk Profile" to match your asset allocation