Question
Investment Plan given Client Profile 1)Identify and recommend asset allocation ranges and expected return assumptions for client. 2)Identify specific investments for each asset class including
Investment Plan given Client Profile
1)Identify and recommend asset allocation ranges and expected return assumptions for client.
2)Identify specific investments for each asset class including mutual fnds, ETFs& individual securities as needed.You will be required to select at least one individual security.
3)Provide information on the individual stock you selected and describe why you selected it including business, competitive position, financial position, valuation attractiveness, technical indicators that might indicate it is a good time to buy.
Client Profile:
Age: 45, Single, 4 Children
Annual Income: $125,000
Lifestyle Costs 50% of Gross Income
Net Worth $20,000,000
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