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Suppose that Mr. Hameed Al-Khatib, a 25-year old investor from Jeddah, Saudi Arabia, wouldliketo makealong-terminvestmentin Malaysia. Hehasapproachedyou,alicensed investment consultant, to advise him on a Shariah-compliant
Suppose that Mr. Hameed Al-Khatib, a 25-year old investor from Jeddah, Saudi Arabia, wouldliketo makealong-terminvestmentin Malaysia. Hehasapproachedyou,alicensed investment consultant, to advise him on a Shariah-compliant portfolio of RM10 million. Mr. Hameed is married and he has a 4-year old daughter and a 1-year old som He is willing to take high risk in anticipation of high return Hisinvestment horizon is 15 years. You are required to propose ASSET ALLOCATION and SECURITY SELECTION for his portfolio as follows 1. Determine the investor's RISK PROFILE.Ishea young mid-life or retiring investor? What is hisrisk profile, eg bowor highrisk? 2. Find the historical 10-yearor 5-year AVERAGE RATE OF ROI (the longe the better) in Malaysia for each investment. You are required to provide the evidence or reference for each ROI. ASSET ALLOCATION AVERAGE ROI REFERENCE - CASH - EQUITY BOND (SUKUK) REITS GOLD Suppose that Mr. Hameed Al-Khatib, a 25-year old investor from Jeddah, Saudi Arabia, wouldliketo makealong-terminvestmentin Malaysia. Hehasapproachedyou,alicensed investment consultant, to advise him on a Shariah-compliant portfolio of RM10 million. Mr. Hameed is married and he has a 4-year old daughter and a 1-year old som He is willing to take high risk in anticipation of high return Hisinvestment horizon is 15 years. You are required to propose ASSET ALLOCATION and SECURITY SELECTION for his portfolio as follows 1. Determine the investor's RISK PROFILE.Ishea young mid-life or retiring investor? What is hisrisk profile, eg bowor highrisk? 2. Find the historical 10-yearor 5-year AVERAGE RATE OF ROI (the longe the better) in Malaysia for each investment. You are required to provide the evidence or reference for each ROI. ASSET ALLOCATION AVERAGE ROI REFERENCE - CASH - EQUITY BOND (SUKUK) REITS GOLD
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