How you will plan to allocate your funds by asset

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Using integrated asset allocation, RJSRV Investments will use a conservative strategy and invest in Starbucks and AT&T. And use an aggressive strategy to invest in stocks from Twitter, Bank of America, and DTE Energy.

Create two pie charts (one chart will be assets, and the second will be industry). Provide a tentative breakdown on how you will plan to allocate your funds by asset class (% in equities, % in ETFs, % in cash, etc) and also by industry (% in retail, % in finance; % in manufacturing, etc...).

Reference no: EM132045706

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