YOUR ASSIGNMENT: You have excess cash ($25,000) from your year-end bonus and want to invest in a portfolio of assets.You have the option of investing in some combination of Fund 1, 2, 3, 4, 5 which are listed below. Using the information learned in this class and the BASIC INFORMATION listed below detailing the five different investment funds, develop a 1200-1500 word rational for your investment strategy. Your paper should include the following:
1. Define your return objective and risk tolerance. (25% of grade)
2. Construct your portfolio from the Basic Information Table listed below. What is your allocation of assets? (30% of grade)
3. Explain why you constructed this portfolio allocation bringing into your discussion such concepts as portfolio diversification, Efficient Market Hypothesis, market anomalies, behavioral bias, risk factors, duration, liquidity issues, etc. Bring as many of these (or other) investment concepts into your narrative. (30% of grade)
4. Explain how you will manage your portfolio going forward. What actions will you take if your portfolio outperforms your benchmark? If it underperforms? How will you define success at the end of 5 years? (15% of grade).
FINAL THOUGHTS: This portfolio should be suited to your personal risk tolerance and return objectives. It is all about YOU. The objective is to pull together many of the concepts we have learned this semester. This paper is worth 15% of your final grade and is due Sunday December 15 at 11:59pm
BASIC INFORMATION: Consider the four US equity mutual funds. The first is an investment grade bond fund, consisting of Treasury and corporate bonds with a 3.5 year duration, the second is a US large capitalization focused fund, the third is a large capitalization NON US fund, the fourth is a small capitalization US fund, and the fifth is the S&P 500 index (ETF) portfolio that perfectly tracks the benchmark. Each fund has an expense ration of .75%; except for Fund 5 which can be purchased for .05%. The following returns are net of fees.
1 year return Last 3 year Last 5 year Last 10 year !0 year risk
return return return (STD DEV)
Fund 1: 3.0 5.5 5.0 4.9 4.5%
Fund 2: 10.8 7.7 15.1 8.5 15.1%
Fund 3: 14.3 8.1 4.9 6.9 14.0%
Fund 4: 18.3 5.1 9.2 9.8 18.1%
Fund 5: 12.0 8.9 14.7 7.0 15.5%
Help Me Write My Essay - Reasons:
Best Online Essay Writing Service
We strive to give our customers the best online essay writing experience. We Make sure essays are submitted on time and all the instructions are followed.
Our Writers are Experienced and Professional
Our essay writing service is founded on professional writers who are on stand by to help you any time.
Free Revision Fo all Essays
Sometimes you may require our writers to add on a point to make your essay as customised as possible, we will give you unlimited times to do this. And we will do it for free.
We understand the frustrations that comes with late essays and our writers are extra careful to not violate this term. Our support team is always engauging our writers to help you have your essay ahead of time.
Customised Essays &100% Confidential
Our Online writing Service has zero torelance for plagiarised papers. We have plagiarism checking tool that generate plagiarism reports just to make sure you are satisfied.
24/7 Customer Support
Our agents are ready to help you around the clock. Please feel free to reach out and enquire about anything.
Try it now!
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.
HOW OUR ONLINE ESSAY WRITING SERVICE WORKS
Let us write that nagging essay.
By clicking on the "PLACE ORDER" button, tell us your requires. Be precise for an accurate customised essay. You may also upload any reading materials where applicable.
Pick A & Writer
Our ordering form will provide you with a list of writers and their feedbacks. At step 2, its time select a writer. Our online agents are on stand by to help you just in case.
Editing (OUR PART)
At this stage, our editor will go through your essay and make sure your writer did meet all the instructions.
Receive your Paper
After Editing, your paper will be sent to you via email.