Question
Refer to the notes and research the required topics and use what you have learned in the course to come up with the answer to
Refer to the notes and research the required topics and use what you have learned in the course to come up with the answer to your question and prepare analysis and the investment strategy proposal .
Mickey is 52 years old. he just won the lottery and decided to take a lump
sum payment. After paying taxes, he has $2.4 million left. Mickey wants to
immediately spend $500,000 and invest the rest. He doesn't want to
aggressively risk his money, but she does want to maximize his return so
that he can quit his job now and live the most lavish lifestyle that he can
afford for the rest of his life travelling in Europe.
No matter which altenative you select, your analysis and investment strategy proposal
should:
1. Explain in general how stocks, bonds, funds, futures, debts, and other
investment instruments are traded in financial markets.
2. Analyze investment opportunities that align with the financial goals of the
scenario.
3. Recommend specific investments to create portfolio from the available
capital.
4. Evaluate the risks of the recommended investments and the impact that
diversification, taxes, inflation, and currency fluctuation could have on the
proposed portfolio.
5. Calculate projected rates of return on each item in the proposed investment
portfolio
6. Recommend strategies for long-term and short-term investment; include
justifications for the recommendations you make.
Using Sources
Please include a mix of both primary and secondary
sources.
Primary sources are first-hand accounts such as interviews, advertisements,
speeches, company documents, statements, and press releases published by the
company in question.
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