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Objective: To design and create the initial investment portfolio based on the chosen asset allocation and investment objectives. Tasks: Define the investment objectives and risk

Objective: To design and create the initial investment portfolio based on the chosen asset allocation and investment objectives.
Tasks:
Define the investment objectives and risk tolerance for the portfolio.
Determine the asset allocation strategy, specifying the target percentages for each asset class (e.g., stocks, bonds, cash).
Research and select specific assets (e.g., stocks, bonds, ETFs) within each asset class, considering factors like industry, geography, and market capitalization.
Allocate capital according to the target asset allocation percentages.
Present a report outlining your portfolio construction rationale and the chosen assets.
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