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Two parts: Portfolio: Using the Excel template provided build an investment portfolio and investment plan for a hypothetical single 28-year old with no children, making
Two parts: Portfolio: Using the Excel template provided build an investment portfolio and investment plan for a hypothetical single 28-year old with no children, making $60,000 a year, and $10,000 to invest now. Assume they have an additional $200 to invest each month. This person wants to buy a house in 10-years. Narrative: Support your recommendations using portfolio management theory. |
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