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The plan for the created portfolio is aimed to use investments to put back in the community such as grocery stores, gas stations, invest into
The plan for the created portfolio is aimedto use investments to put back in the community such as grocery stores, gas stations, invest into small businesses with the possibility of return. The portfolio will be constructed by allocating your money to any of the following asset classes: common stock, bonds, foreign securities, and short-term securities.
- Determine and justify an asset allocation to these four classes in light of your stated portfolio objectives and policies.
- Describe the types of investments you would choose for each of the asset classes.
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