MONEY MANAGEMENT ASSIGNMENT

profileSuperClass
 (Not rated)
 (Not rated)
Chat

First analyse your own situation and risk profile (character, life-style,time horizon,

objectives, etc), then reflect this is a portfolio of funds or ETF using the examples and providers chosen from David Costa’s book (you can also use any ETF available in the Morningstar database).

 

Before selecting the investment vehicles you will need to determine your asset allocation and justify it.You are not obliged to prefer ETFs over investment funds; make you choices and say why. Introduce an element of timing into your investment plan.

(Essay: max 3000 words, plus tables as appropriate. tables and annexes are

not part of the word count).

    • 5 years ago
    MONEY MANAGEMENT ASSIGNMENT A++ Tutorial Use As Guide
    NOT RATED

    Purchase the answer to view it

    • attachment
      money_management_1447662216.docx
    • attachment
      portfolio_1447662216.xlsx