You have been hired as a Portfolio Analyst at the Bank of Wealth Investment Advisors. Your supervising Portfolio. Hypothetical portfolio that encompasses the securities concepts discussed in this course.

Recommendation for a hypothetical portfolio that you would like Bank of Wealth to launch. Your presentation will include:

• The evaluation of traditional and non-traditional holdings
• Risk mitigation and avoidance techniques that can be used for the portfolio
• A recommendation on the type of investor the portfolio would be suited for

What is a portfolio? What type of portfolio are they asking for?