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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
- 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.
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