Inv ip 4 | Business & Finance homework help

DUE Wednesday 12/09/2015

 

Your first task is to post your own Key Assignment Outline/plan for the Phase 4 project seen below.

 

DUE Sunday 12/13/2015

 

1200 words APA format, in text citations, title and reference pages

 

Part 1 Tasks

In general terms, discuss how the following should be taken into consideration when constructing an investment portfolio:

·         Age

·         Income

·         Debt level and assets

·         Marital status

·         Parental status

·         Risk tolerance

·         Time horizon

·         General economic conditions

Part 2 Tasks

Task 1

Discuss the efficient market hypotheses, and answer the following question:

·         Does this hypothesis support active trading or buying a passive stock index fund?

Task 2

·         Discuss several pieces of legislation that were enacted to protect against unethical investing practices.

Task 3

To illustrate your knowledge of portfolio construction, design a portfolio based on the following scenario:

·         Robert and Susan Jenkins have inherited $200,000. They are aggressive investors with a joint annual income of $100,000, no debt, and an additional $500,000 in assets other than the $200,000 inheritance.

Design 2 separate $200,000 portfolios based on the following scenarios:

·         The couple has 3 children between the ages of 9 and 17 years old, and they will use this money to pay for their college education.

·         The couple will use the money to help fund retirement in 35 years.

When designing your portfolios, be sure to keep the following in mind:

·         Each portfolio should contain at least 3 common stocks, 1 American Depositary Receipt (ADR) that you researched, and 3 bonds.

·         Leaving a portion of the portfolio in cash is an option if you feel that is it appropriate.

·         Charts and graphs should be used where appropriate.

·         Portfolio models should be based on the Jenkins’ demographic profile and time horizon.

Be sure to include the following in your discussion:

·         Reasons for your investment choices

·         Stock and bond investment risk and return factors

·         The security market line

·         Beta and standard deviation

·         Bond duration and interest rates

 

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