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You and your team need to construct a portfolio for Alice. The portfolio should consist of at least 15 different investments; it should demonstrate to her how to invest the money for the long term. When constructing the portfolio, risk and principle protection are paramount. The client is risk adverse and does not want to lose principle. You need to project savings. Ultimately, she would like to generate about 40k in after-tax income from the portfolio as retirement income. The current CD rates will not generate the required cash return that Alice wants because they are only 1%. The expected return in the market has an anemic return of just 3%, because the United States we are just coming off a long bull market run and is entering a period of a bear market, which is expected to last 3 years. Alice wants her stocks to have low PEs and low betas.

 

Collect all of the information from your team members and assemble a portfolio projecting the growth of the portfolio over the next 5 years. Come to an agreement about which assets type will be used in the portfolio construction. The use of graphs explaining growth and the percentage of each asset type are required. The portfolio will be graded based on the diversification of investments and your rationale for their selection.

 

I need help with creating a portfolio. Within this portfolio, I have to consider risk and make sure it doesn't lose any pricinple. The portfolio also has to be diversified and provide a way to make 40k in after-tax income from the portfolio as retirement income. In addition, she want low PE and low beta for the stock I select for her. Furthermore, she would like to retire in 5 years with 1,000,000 dollars.

 

In order for me to received a good grade, I have to proivde a thorough explaination with graphs explaining growth and the percentage of each asset type are required.

 

Will someone be able to help

 

 

 

I neee

    • 10 years ago
    • 30
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