Investor Personlity Profile

Ms Tan, age 45, single, no children, administrative manager, yearly income RM60,000.00, love to travel, no saving habit.

Assignment:

1. Use Excel to perform the calculation for how much Ms Tan must save weekly, monthly or yearly to meet the investment goal. Her investment goal is to achieved RM1,000,000.00 when she reaches age 60.

2. Use investor profile to develop an asset allocation model dividing the investments into cash, fixed income and equity. Must justify the choices.

3. Investment Decision: To recommends specific investments to be part of the asset allocation for the portfolio. These must be real investments and the costs of acquisition should be identified. There is no limit on the number of investment chosen but each should be chosen for a specific reason.