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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 (3) suitable investments (exclude cash) with securities from Stocks, ETFs, Mutual Funds and/or Closed-End Funds, etc. which you believe can improve portfolio performance and satisfy Mr. Muthus investment objectives and profile.(he is low risk, 15 years time horizon, no exposure to real estate and hospitality, required rate of return is 5% to 6%)- You are to apply top-down 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 risk-return objectives of Mr. Muthu. Each security is subjected to a minimum weight of 0% and maximum weight of 75%(Annex B).- You may make reasonable assumptions, including assumptions of future performance based on historical performance. - Justify your recommendations.

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