Design own personal investment policy

Assignment Help Finance Basics
Reference no: EM131473149

Now that you have identified your risk tolerance (moderate conservative), you are going to begin to develop your own personal investment strategy that will serve as the introduction to your final project submission.

In one page, you are to design your own personal investment policy. In the policy summary, be sure to identify the following main points:

  1. Reserve Funds based on your monthly expenses
  2. Risk Tolerance
  3. Suitable Investments based on Risk Profile - (Focus on Investment Type, not specific investments)Hint: Suitable investments to meet asset preservation are savings accounts, money markets, time deposits)
  4. Investment Time Horizon

Use APA Format

Reference no: EM131473149

Questions Cloud

Describe the adaption or skill of your chosen creature : Research and describe the adaption or skill of your chosen creature. In the Discussion Title, type the name of the selected marine animal.
Potential investment potential over : Locate the single firm in your portfolio that you believe has the most potential investment potential over the next year. For that firm:
What are the requirements for a valid design patent : Seiko Epson Corp. sued Nu-Kote International, alleging that Nu-Kote had infringed on its design patent for ink cartridges for printers.
What is your estimate of population size : What is your estimate of population size? What sample size will you use? How will you gather information for sample? What confidence percentage will you use?
Design own personal investment policy : In one page, you are to design your own personal investment policy. In the policy summary, be sure to identify the following main points:
Define the term evidence briefly : Rotec Industries is the assignee of the '291 patent for a crane conveyor belt system used to carry concrete over long distances for construction projects.
Discount projects using the cost of equity : Explain why companies should discount projects using the cost of equity. When should they use the WACC instead? When should they use either?
Companies use debt to finance operations : Many companies use debt to finance operations. By using leverage, a company can invest in its operations without increasing its equity.
Create a solution to an existing aviation human factors : Analyze, evaluate, create a solution to an existing aviation human factors and aviation safety issue.

Reviews

Write a Review

Finance Basics Questions & Answers

  Which state has the highest fee for incorporation

Which state has the highest fee for incorporation? For an LLC? While at the site, look at the FAQ section regarding corporations and LLCs.

  Challenging environment for investment managers

Economic recovery across most of the world remains uneven and fragile. Lean economic growth coupled with heightened volatility has presented a challenging environment for investment managers.

  What is the p-value associated with test

Assuming the life length of this type of lightbulb is normally distributed, what is the p-value associated with this test? Place your answer, rounded to 3 decimal places, in the blank. For example, 0.234 would be a legitimate entry.

  How could the investor have hedged his risk

a. What exchange risk did the Japanese investor face at the time of his purchase? b. How could the investor have hedged his risk?

  How does a bond issuer decide on the appropriate coupon rat

1. How does a bond issuer decide on the appropriate coupon rate to set on its bonds? Explain the difference between the coupon rate and the required return on a bond.2. How does a bond issuer decide on the appropriate coupon rate to set on its bonds?..

  Effect on flychuckers eps and pe ratio

a. Evaluate the two alternatives in terms of the effect on the price per share of the stock and shareholder wealth. b. What will be the effect on Flychuckers EPS and PE ratio under the two different scenarios?

  What relationship exists between the size of the standard

What relationship exists between the size of the standard deviation and the degree of asset risk?

  Three techniques for solving time value problems

Explain how each of the 4 fundamental factors which affect the supply & demand for investment capital,m and hence, interest rates, Explain the 3 techniques for solving time value problems.

  Average annual rate of growth of sales

Swan Construction had sales seven years ago of $2,150,000. This year their sales hit $4,600,000. What has been Simpson's average annual rate of growth of sales?

  What is the effect on net worth if interest rates rise by 3

If the manager of the Friendly Finance Company revises the estimates of the duration of the company’s assets to two years and liabilities to four years, what is the effect on net worth if interest rates rise by 3 percentage points?

  Reinvest the cash inflow and earn

Wiley's Wire Products is considering a project that has the following cash flow. What is the project's true IRR if the firm would be able to reinvest the cash inflow and earn a return equal to 11%?

  Nonconstant growth

Carnes Cosmetics Co.'s stock price is $40.57, and it recently paid a $1.50 dividend. This dividend is expected to grow by 28% for the next 3 years

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd