Question
You have been given $100,000 You are required to invest it in the Capital Market Include the following minimum information on each investment Stocks :
You have been given $100,000
You are required to invest it in the Capital Market
Include the following minimum information on each investment
Stocks:
Investment name
Stock Symbol
Price per share
Number of shares
Total dollar value
Dividends paid for the year
% change over time
Bonds:
Bond name
Bond Price
Coupon
Yield
% change over time
Any other information to show value of portfolio
The portfolio presentation is important
It Should be clear, and one you would expect to receive from an IA
Include notes explaining WHY you made the investment choices
Refer back to the economy and explain why this is a favourable investment
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