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You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities: 1. One hundred shares
You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities: 1. One hundred shares of a publicly traded company; 2. One corporate bond; 3. One mutual fund that reflects your investment style; 4. One hundred puts or calls of one option of your choosing (just make sure it is at least 6 months out); 5. With any leftover cash, find a 6-month certificate of deposit (CD) and "invest" the funds into it. Develop a table in Excel that can be used to track the value of these securities. Describe your objective(s) for this portfolio and why you chose the securities you did for your portfolio.
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Step: 1
To create a table in Excel to track the value of the securities and allocate the 10000 portfolio follow these steps 1 Open a new Excel workbook 2 In the first row create columns for each security type ...Get Instant Access to Expert-Tailored Solutions
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Step: 2
Step: 3
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