Research paper, project assignment. This research and project consist of building an investment portfolio.


Research paper, project assignment.

This research and project consist of building an investment portfolio.

Follow this structure to help build your project:

1. Executive Summary

2. Investment Prerequisites

a. Description of Investor Profile

b. Description of Investment objectives

i. Income: For investors seeking regular income with low to

moderate risk to principal.

ii. Aggressive Income: For investors seeking higher returns either

as growth or as income with greater risk to principal.

iii. Capital Appreciation: investors seeking capital appreciation with

moderate to high risk to principal.

iv. Speculation: investors seeking high profits or quick returns with

considerable possibilityof losing most or all of their investment.

c. Desciption of Risk Tolerance:

i. Conservative.

ii. Moderate.

iii. Aggressive:

d. Description of Financial Need:


3. Proposed Portfolio

4. Description of the investment portfolio

5. Summary

6. References

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