Question
Your task is to act as an advisor and develop a financial investment portfolio for the following clients. The grandparents have given $5,000 each to
Your task is to act as an advisor and develop a financial investment portfolio for the following clients.
The grandparents have given $5,000 each to Alyssa and Reid (Alyssa is 9 and Reid is 6 years old) for them to start an investment account in the stock market to build toward the future. What investments would you recommend? How much might they have when they turn 67? Support your decision.
develop a Mini-portfolio that will generate returns greater than the current money market. The report should include the investments chosen, the risk for each, the percentage of the portfolio each represent and the total return of the portfolio. This portfolio may include stocks, corporate bonds, government securities, certificate of deposit, money market accounts or other investments.
You MUST at a minimum:
Identify the investment plan for each client
Identify the amount of risk for each client
Select a variety of investments, provide a written description of each type selected or not selected.
Identify the risk for each investment
Provide a verified return for each individual investment and a weighted return for the investment type. (for example if you have $2000 in a stock with a return of 8%, $3000 with a return of 14% and $5,000 with a return of 12% you must determine the weighted average of the portfolio for stocks. Do the same thing for Mutual Funds or whatever you select)
Write a conclusion with your projected results.
I am not sure how to get started on this project.
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