Reference no: EM13197392
1. Provide the four selected investment categories for the client's portfolio and the associated percentage allocations for each category relative to the entire portfolio. Discuss your diversification strategy.
2. Evaluate the risks and potential returns for each of the four investment categories that you chose to include in the client's portfolio. Explain why the relationship between risk and reward for each category is appropriate for your client.
3. Distinguish the advantages and disadvantages for each of the three investments options that you chose not to include in the client's portfolio. Explain why each category of investment was not the best choice for your client.
4. Examine how current and projected future economic conditions affected your selections for the portfolio. Discuss at least three specific, relevant economic factors.
5. Assess the impact of US and international regulation on investment decisions and portfolio management. Provide at least three examples of regulatory influences.
6. Choose two specific publicly-traded companies that you might consider including in the common stock portion of the investment portfolio. For these two companies, you will perform a detailed investment analysis. You will evaluate each company's price ratios, profitability ratios, financial condition, investment returns, and management efficiency indicators as they compare with the industry and S&P averages.
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Define types of sexual harassment
: Some things I would like to discuss would be Training in the workplace, Why it is important, What organizations are doing, Employer responsibilites, Employee responsibilities, and maybe discuss types of sexual harassment
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What is gerards basis in stock at the end of the year
: The corporation has taxable income of $9,000 for the year. In addition, the corporation has a short term capital loss of $1,200 and tax exempt income of $800. What is Gerard's basis in his stock at the end of the year.
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Find sequences
: Conclude from the previous part that lim sin(1/x) as x goes to 0 does not exist.
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Explain employee responsibilities
: Training in the workplace, Why it is important, What organizations are doing, Employer responsibilites, Employee responsibilities, and maybe discuss types of sexual harassment
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How current and projected future economic conditions
: Examine how current and projected future economic conditions affected your selections for the portfolio. Discuss at least three specific, relevant economic factors.
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What does his boast about alcohol tolerance really indicate
: An acquaintance of yours boasts to you that he can "handle his liquor" because he can "drink like a fish" and still appear sober. From your review of the material in this unit, what does his boast about alcohol tolerance really indicate
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With what velocity will the rock hit the surface
: If a rock is thrown upward on the planet Mars with a velocity of 17 m/s, its height (in meters) after t seconds is given by H = 17t - 1.86t2. (Round all numbers to two decimal places.)
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Formula to find out the simple interest on savings deposits
: If your bank pays 5.5 percent interest on savings deposits, what is the simple interest paid in the third year on an initial $100 deposit.
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What is the length of the corresponding side
: A polygon has an area of 100 square inches and one of its sides is 20 inches long. If a second similar polygon has an area of 36 square inches, what is the length of the corresponding side in the second polygon?
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