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You are to determine THREE ( 3 ) suitable investments ( exclude cash ) with securities from Stocks, ETFs, Mutual Funds and / or Closed
You are to determine THREE suitable investments exclude cash with securities from Stocks, ETFs, Mutual Funds andor ClosedEnd Funds, etc. which you believe can improve portfolio performance and satisfy Mr Muthus investment objectives and profile.he is low risk, years time horizon, no exposure to real estate and hospitality, required rate of return is to You are to apply topdown fundamental analysis. You may invest across different asset classes and remove existing securities You are to select securities from the securities universe in Portfolio Visualizer. Optimize the portfolio based on the riskreturn objectives of Mr Muthu. Each security is subjected to a minimum weight of and maximum weight of Annex B You may make reasonable assumptions, including assumptions of future performance based on historical performance. Justify your recommendations.
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