\n<\/p>\n

<\/p>\n

Deliverable Length: <\/strong>1,200\u20131,500 words<\/strong><\/span><\/p>\n

Part 1 Tasks<\/strong><\/p>\n

In general terms, discuss how the following should be taken into consideration when constructing an investment portfolio:<\/p>\n

\n
• Age<\/li>\n
• Income<\/li>\n
• Debt level and assets<\/li>\n
• Marital status<\/li>\n
• Parental status<\/li>\n
• Risk tolerance<\/li>\n
• Time horizon<\/li>\n
• General economic conditions <\/li>\n<\/ul>\n

  Part 2 Tasks<\/strong><\/p>\n

  Task 1<\/strong><\/p>\n

  Discuss the efficient market hypotheses, and answer the following question:<\/p>\n

  \n
  • Does this hypothesis support active trading or buying a passive stock index fund?<\/li>\n<\/ul>\n

    Task 2<\/strong><\/p>\n

    \n
    • Discuss several pieces of legislation that were enacted to protect against unethical investing practices.<\/li>\n<\/ul>\n

      Task 3<\/strong><\/p>\n

      To illustrate your knowledge of portfolio construction, design a portfolio based on the following scenario:<\/p>\n

      \n
      • 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. <\/li>\n<\/ul>\n

        Design 2 separate $200,000 portfolios based on the following scenarios:<\/p>\n

        \n
        • 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.<\/li>\n
        • The couple will use the money to help fund retirement in 35 years. <\/li>\n<\/ul>\n

          When designing your portfolios, be sure to keep the following in mind:<\/p>\n

          \n
          • Each portfolio should contain at least 3 common stocks, 1 American Depositary Receipt (ADR) that you researched, and 3 bonds.<\/li>\n
          • Leaving a portion of the portfolio in cash is an option if you feel that is it appropriate.<\/li>\n
          • Charts and graphs should be used where appropriate.<\/li>\n
          • Portfolio models should be based on the Jenkins\u2019 demographic profile and time horizon. <\/li>\n<\/ul>\n

            Be sure to include the following in your discussion: <\/p>\n

            \n
            • Reasons for your investment choices<\/li>\n
            • Stock and bond investment risk and return factors<\/li>\n
            • The security market line<\/li>\n
            • Beta and standard deviation<\/li>\n
            • Bond duration and interest rates <\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

              Deliverable Length: 1,200\u20131,500 words 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 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_joinchat":[]},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/qualityassignments.net\/wp-json\/wp\/v2\/posts\/168703"}],"collection":[{"href":"https:\/\/qualityassignments.net\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/qualityassignments.net\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/qualityassignments.net\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/qualityassignments.net\/wp-json\/wp\/v2\/comments?post=168703"}],"version-history":[{"count":0,"href":"https:\/\/qualityassignments.net\/wp-json\/wp\/v2\/posts\/168703\/revisions"}],"wp:attachment":[{"href":"https:\/\/qualityassignments.net\/wp-json\/wp\/v2\/media?parent=168703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/qualityassignments.net\/wp-json\/wp\/v2\/categories?post=168703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/qualityassignments.net\/wp-json\/wp\/v2\/tags?post=168703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}