Project Description:

Congratulations! You have been hired by a consulting company to work as a junior financial consultant. Your new responsibilities include assessing clients financial situations, developing financial plans to help clients achieve their long-term and short-term financial goals, explaining the pros and cons of various investment strategies, and answering all finance-related questions, and addressing clients concerns.

Your boss asks you for assistance with a new client, an Italian company Incantieri, which manufactures cruise ships. Mr. Stork, Incantieris manager and a U.S. citizen, would like to make portfolio investments all around the world. He is considering two options:

• Using U.S. investment funds
• Making his own decisions about the structure of an investment portfolio

Read the following article and answer the following questions:

• 10 best investments in 2021 https://www.bankrate.com/investing/best-investments/

1. Which type of investment funds would you suggest to Mr. Stork?

1. Discuss their pros and cons.
2. Provide an example of an existing fund whose services Mr. Stork could use and explain the reasons for your choice (refer to Chapter 15 of the textbook, pp. 399-404).

2. Create an investment portfolio which includes securities (stocks, bonds, etc.) of at least four companies.

1. Provide examples of actual companies for Mr. Stork to invest in.
2. Explain the advantages and risks of the proposed portfolio.

Submit your original responses to the questions above in at least 3 paragraphs to Capstone Project Part 3 in Moodle.