Investment portfolio

For your final project, you will build three $500,000 portfolios: one conservative, one moderate, and one aggressive. You will include 8 – 10 investment vehicles in each portfolio. Although you will include some paragraph writing to explain your approach and selections, most of your project will include comparisons of your selections and respective portfolios. You will use information from your text as well as publicly available information from sources such as The Wall Street Journal, S&P, Dow Jones, individual company websites, among others.
Discuss what a conservative, a moderate, and an aggressive portfolio would look like. What type of investor might be interested in each style? Include considerations of age, investment experience, time horizon, and other constraints.
Include 8 – 10 investment vehicles in each portfolio. What percentage of the portfolio will be in each investment vehicle? What is your rationale for choosing specific investment choices in each portfolio style? If appropriate, you may use the same vehicle in multiple portfolios. For example, Stock A might be an appropriate choice for at least two of the portfolios but in different percentages. The following are example investment vehicles:

Stocks (common, preferred; large-cap, mid-cap, small-cap; growth, value, blend; domestic, foreign)
Fixed income (Treasuries, municipal; revenue, general obligation; corporate; CMO; domestic, foreign; short, intermediate, or long term; secured, unsecured)
Investment companies (mutual fund; ETF; closed-end fund; UIT)
Derivatives (options; futures)
Alternative investments (commodities; private equity; hedge fund; venture capital; real estate)

Don't use plagiarized sources. Get Your Custom Essay on
Investment portfolio
Just from $13/Page
Order Essay

Provide details on each investment vehicle you select. The following are examples of details to consider when selecting a specific investment vehicle:

Historical returns
Fees, commissions, or other charges
Comparison to other vehicles in the same class or to the appropriate index (that is, if you choose Fund A, describe how it compares to its peer group)
Investment minimums, if applicable
Asset class and style (e.g., large-cap stock, municipal bond fund, etc)
Special considerations

Your final project should be between 10 and 12 pages, double-spaced, for the main content. Include an appendix (not counted in the 10 – 12 pages) that shows your calculations and background analysis for the portfolios you create

Acme Writers
Calculate your paper price
Pages (550 words)
Approximate price: -

Why Work with Us

Top Quality and Well-Researched Papers

We always make sure that writers follow all your instructions precisely. You can choose your academic level: high school, college/university or professional, and we will assign a writer who has a respective degree.

Professional and Experienced Academic Writers

We have a team of professional writers with experience in academic and business writing. Many are native speakers and able to perform any task for which you need help.

Free Unlimited Revisions

If you think we missed something, send your order for a free revision. You have 10 days to submit the order for review after you have received the final document. You can do this yourself after logging into your personal account or by contacting our support.

Prompt Delivery and 100% Money-Back-Guarantee

All papers are always delivered on time. In case we need more time to master your paper, we may contact you regarding the deadline extension. In case you cannot provide us with more time, a 100% refund is guaranteed.

Original & Confidential

We use several writing tools checks to ensure that all documents you receive are free from plagiarism. Our editors carefully review all quotations in the text. We also promise maximum confidentiality in all of our services.

24/7 Customer Support

Our support agents are available 24 hours a day 7 days a week and committed to providing you with the best customer experience. Get in touch whenever you need any assistance.

Try it now!

Calculate the price of your order

Total price:

How it works?

Follow these simple steps to get your paper done

Place your order

Fill in the order form and provide all details of your assignment.

Proceed with the payment

Choose the payment system that suits you most.

Receive the final file

Once your paper is ready, we will email it to you.

Our Services

No need to work on your paper at night. Sleep tight, we will cover your back. We offer all kinds of writing services.


Essay Writing Service

No matter what kind of academic paper you need and how urgent you need it, you are welcome to choose your academic level and the type of your paper at an affordable price. We take care of all your paper needs and give a 24/7 customer care support system.


Admission Essays & Business Writing Help

An admission essay is an essay or other written statement by a candidate, often a potential student enrolling in a college, university, or graduate school. You can be rest assurred that through our service we will write the best admission essay for you.


Editing Support

Our academic writers and editors make the necessary changes to your paper so that it is polished. We also format your document by correctly quoting the sources and creating reference lists in the formats APA, Harvard, MLA, Chicago / Turabian.


Revision Support

If you think your paper could be improved, you can request a review. In this case, your paper will be checked by the writer or assigned to an editor. You can use this option as many times as you see fit. This is free because we want you to be completely satisfied with the service offered.