1.  

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 would be low risk, no real estate and hospitality 3% rate of return. Each security is subjected to a minimum weight of 0 % and maximum weight of 75 %. You may make reasonable assumptions, including assumptions of future performance based on historical performance. Justify your recommendations.