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You are to determine THREE ( 3 ) suitable investments with securities from Stocks, ETFs, Mutual Funds and / or Closed - End Funds, etc.

You are to determine THREE (3) suitable investments with securities from Stocks, ETFs, Mutual Funds and /or Closed -End Funds, etc. which you believe can improve portfolio performance and satisfy Mr . Muthu s investment objectives and profile. 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 ,which is low risk, high liquidity, 3percent rate of return, no exposure to Real estate and hospitality 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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