Reference no: EM133076187

You are an investment advisor. You and your team have just spent several hours speaking to your new clients, Jim and Ann. The couple has been disciplined over their saving years. They have accumulated $500,000 for investment in addition to their employee sponsored retirement plans. While Jim is only 58, he has decided to retire early and spend his time playing golf. He does plan to do some consulting on the side. Ann, who is the same age as Jim, plans to retire in five years at which time they plan to take a dream vacation around the world. They would like to have $30,000 for this trip. After discussing risk and return with the couple, you determine that they are conservative but they understand that in order to make their retirement funds last that they will have to take some risk with part of the money. Since Jim and Ann are at retirement age, they are interested in income oriented investments. Jim and Ann have met the investment prerequisites (ample insurance, adequate emergency savings, and no credit card debt). They hand you a check for $500,000 to open up their account.

Answer the following question

Using screens and other tools, you will need to determine the list of investments for your client's portfolio. You will need to provide a list of stocks (8-15), stock mutual funds (3-6; at least one needs to be an international fund), bond mutual funds (3-6; consider one being an international bond fund), and short-term investments (1-2). Please provide the ticker symbol for each stock, stock mutual fund, and bond mutual fund. Short-term investments do not have ticker symbols. The number of investments in each category depends upon your asset allocation. Please remember diversification when selecting the investments. For this assignment, you need to provide a list of investments in each required category, discussion of how these investments were selected (screens and overall strategy - conservative/aggressive)