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investment strategy. Assume that you have ( $ 1 , 0 0 0 , 0 0 0 ) available for investment purposes
investment strategy. Assume that you have $ available for investment purposes excluding any investment in your permanent residence from consideration Your task is to design an investment plan that you would be comfortable with that is aimed at meeting the Objectives that you set forth for your portfolio. Specifically, you should formulate Investment Objectives risk and return related and then indicate how you would allocate your funds across various investments given your stated objectives, and explain in some detail why you would do so
In designing your plan consider any factors you deem relevant for making such decisions, and elaborate some on the factors you consider to be most important. Some suggestions of items to consider include your personal degree of risk aversion, the current state of the economy, your projected view of the economy in the future, global issues currently in the news that could have major impacts in the future, the real estate situation that currently characterizes our country, the impact of ongoing energy issues, specific industries that you believe are likely to perform better than others in the future, the current level of interest rates, and historical returns and risk associated with different classes of assets as discussed in the text for this class. Note, I am asking you to focus more on the allocation of assets to different types of investments and possibly industries to focus your stock investments on as opposed to the selection of individual stocks.
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