Short Answer Question: 30 Points

Assume you have $100,000 to invest. Using the EXCEL spreadsheet on Black Board; based on your age and rick tolerance, build a portfolio. Include its mutual fund symbol so I may look it up. Use Morningstar.com. or any other website for help. Use the EXCEL spreadsheet to populate each asset allocation categories listed. You must use the first four categories. DO NOT PUT 100% IN ANY ONE CATEGORY.Tell me why you chose each individual mutual fund. For each Mutual Fund, you must include:

Fund Fact Sheet, if available. If I can find it and you do not hand it in you will lose 10 points, thus starting off with 40 out of 50 points or 80%.

Investment Objective

Expense Ratio

BETA

Year to Date Performance/Return

5 and 10 year Performance/Return

Dividend Yield, if Applicable

Any other attributes you feel make it attractive to you. There is no right or wrong answer. ( this must be a long answer ) note: I am 25 years old and I like to take risks

I am attaching the excel sheet, that you will need.

If you have any questions feel free to ask me, just make sure u use no individuals stocks