Identify investment objectives

Assignment Help Finance Basics
Reference no: EM133119629

Zhuhai Wei, age 51, is a professional individual investor in Shenzhen. Wei is an engineer by trade but has also been successful in real estate development. His portfolio consists of CNY 16.5 million in a liquid securities portfolio, including some common stock positions in which he has large embedded capital gains, and several real estate investments valued at approximately CNY9 million(combined) He expects to make additional real estate investments in the coming years. He estimates that he can invest approximately CNY 330,000 per year, inflation-adjusted, in real estate until retirement. He has a much higher than average tolerance for volatility, and historically, his liquid portfolio has consisted mostly of large-cap stocks of technology companies. He has stated that his time horizon is 10 years since he anticipates retiring in approximately 10 years. He estimates that he will need approximately a CNY1million per year, inflation-adjusted, to support his lifestyle in retirement. He wishes to grow his investment resources and create a significant inheritance for his children.

How does Wei's wealth manager identify his investment objectives?

Reference no: EM133119629

Questions Cloud

What is the amount of the net working capital : Shareholders' equity in a firm is $500. The firm owes a total of $400 of which 75 percent is payable this year. In addition credit sales to customers total 5000
What is the mirr : Barry Inc. is considering a project that has the following cash flow and WACC data. What is the MIRR?
What is the annual finance cost saving : Milestone Co has annual credit sales of $25 million and accounts receivable of Working capital. What is the annual finance cost saving
Process of deciding inventory policy : The Firm is in the process of deciding inventory policy. Which of the following departments are involved in this policy decision?
Identify investment objectives : How does Wei's wealth manager identify his investment objectives?
Determine the dividends per share for preferred stock : Dividends Per Share - Oceanic Company has 15,000 shares of cumulative preferred 1% stock, Determine the dividends per share for preferred stock
Costs of selling equity for a corporation : Why are the costs of selling equity for a corporation so much larger than the costs of selling debt?
Reforms of the international monetary system : Discuss the reforms of the international monetary system.
Discuss fully the options available to graham : Discuss options available to Graham in structuring its relationship to GOL, and evaluate impact of each alternative on consolidated financial statements

Reviews

Write a Review

Finance Basics Questions & Answers

  Financial reporting and analysis

Finance is about Gunns Ltd, a company in dealing with forestry products in Australia. The company has also been listed in Australian Stock Exchange. As many companies producing forestry products, even Gunns Ltd is facing various problems. Due to the ..

  A report on financial accounting

This report is specific for a core understanding for Financial Accounting and its relevant factors.

  Describe the types of financial ratios

Describe the types of financial ratios and other financial performance measures that are used during venture's successful life cycle.

  Differences between sole proprietorship and corporation

Briefly describe the major differences between a sole proprietorship and a corporation

  Prepare a cash budget statement

Calculate the expected value of the apartment in 20 years' time. What is the mortgage loan repayment at the beginning of each month

  What are the implied interest rates

What are the implied interest rates in Europe and the U.S.?

  State pricing theory and no-arbitrage pricing theory

State pricing theory and no-arbitrage pricing theory

  Small business administration

Identify the likely stage for each venture and describe the type of financing each venture is likely to be seeking and identify potential sources for that financing.

  Effect of financial leverage

The Effect of Financial Leverage and working capital management

  Evaluate the basis for the payment to the lender

Evaluate the basis for the payment to the lender and basis for the payment to the company-counterparty.

  Importance of opps, ipps, mpfs and dmepos

Research and discuss the differences and importance of : OPPS, IPPS, MPFS and DMEPOS.

  Time value of money

Time Value of Money project

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