1. provide a proper analysis and investment strategy proposal.

Rosa

Single, age 37 Finance manager Has $1,000,000 in liquid assets Has a goal of setting aside money for traveling but also want to continue growing assets for retirement Overall, wants long-term growth and is ok with high equity exposure High risk tolerance No restrictions

analysis and investment strategy proposal should include:

• Investigate potential investment occasions that align with the financial objectives of the scenario.
• Recommend particular investment to generate a portfolio from the existing capital.
• Assess the risk of the suggested investment and the influence that diversification could have on the planned portfolio.
• Compute expected rates of return on each item in the planned investment portfolio.