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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. ( he is low risk, 15years 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 , which is low risk, high liquidity, 3 percent 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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