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REQUIRED: Identify 2 changes that you would recommend for improving the overall rate of return on the client's investment portfolio.( all three investment have below

REQUIRED:

  1. Identify 2 changes that you would recommend for improving the overall rate of return on the client's investment portfolio.( all three investment have below 6% return)
  2. Describe the 4 investment indicators used by investment advisors for analyzing a company's financial information for potential purchase.(liquidity, efficiency, financial leverage and profitibility)
  3. Explain to your clients 2 strategies that you will use to minimize investment risk in their portfolio.(diversification, only buy bonds with a good bond rating, only buy low risk/low beta stock)
  4. Provide and explain an appropriate asset allocation mix.
please do not copy paste previous answer. The answer posted is incorrect hence asking again for fourth time now!
image text in transcribed
Your Client's List of Assets, Liabilities, Income \& Expenses

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