Identify three advantages of the investment portfolio

Assignment Help Financial Accounting
Reference no: EM132979572

A new client, Bruce Wayne, has stopped by the office and wishes to speak with you. He is 50 years old but does not have much money saved. He is looking for an investment that will make him a lot of money quickly but at the same time is not so risky that he could lose everything. Identify four investment types for Mr. Wayne (Stocks, bonds, etc.). Search on the internet and provide examples of the securities you would recommend to Mr. Wayne to include in his investment portfolio.

Problem 1) Would you advise your client to invest in only one type of securities or a variety of options? Why are you making that recommendation?

Problem 2) Which securities have you included in the investment portfolio and why?

Problem 3) Identify three advantages of the investment portfolio you are recommending.

Problem 4) Identify three risks or disadvantages of the investment portfolio you are recommending.

Problem 5) Explain to the client whether he should "rebalance" their portfolio five years from now.

Reference no: EM132979572

Questions Cloud

Corporate form of business organization : Identify at least six characteristics of the corporate form of business organization. Contrast each one with the partnership form of organization
Calculate value of the firm : Calculate the value of the firm given the following information. The firm's desired debt to total capital ratio (debt/(debt+equity)) is 40%.
How would explain what forwards and futures are : How would you explain what Forwards and Futures are? A new client, Bruce Wayne, has stopped by the office and wishes to speak with you.
Discuss how well a new market segment : Discuss how well a new market segment can be satisfied with an existing operation.
Identify three advantages of the investment portfolio : Would you advise your client to invest in only one type of securities or a variety of options? Why are you making that recommendation?
Identify the performance obligations : Identify the performance obligations (components of the bundled sale). Assume that Verizon normally sells a Samsung S9 phone for $480.
How much would thomas need to receive : How much would Thomas need to receive in additional salary (which he would then save) to achieve his objective
Calculate the total required fte : Calculate the total required FTEs (including Nurse Manager, Secretaries, RNs, LPNs, and CNAs) for the Pulmonary Nursing Unit.
Determine the inventory cost using the average cost method : The periodic inventory system is used. Determine the inventory cost using the average cost method.

Reviews

Write a Review

Financial Accounting Questions & Answers

  What is the amount of the tax shield on that debt

Sterling Ltd, What is the amount of the tax shield on that debt, just for this year, if Sterling is subject to a 30 per cent company tax rate?

  What is the share price if the firm does not undertake

Yorkshire Property Ltd expects to earn £60 million per year in perpetuity. What is the share price if the firm does not undertake the new investment?

  What should be reported as correct ending retained earnings

What should be reported as correct 2019 ending retained earnings on the 2019 balance sheet? Which of the following statements is true?

  Explain internal controls and purpose within an organization

Define and Explain Internal Controls and Their Purpose within an Organization. Make sure to use a company/industry to define the given example.

  Result from applying the lower of cost or market rule

West Distribution Co. has determined its December 31, 2007 inventory on a FIFO basis at $360,000. West records losses that result from applying the lower of cost or market rule. At December 31, 2007, the loss that West should recognize is

  At what EBIT will the two forms of financing

The marginal tax rate is 35%. At what EBIT will the two forms of financing, i.e. between stocks and bonds, be the same, i.e. have the same EPS

  What account should nas credit to record the sale

The cost method is used to record treasury shares transactions. What account(s) should NAS credit in 2019 to record the sale of 3,000 shares?

  Difference between gross margin and a gain

Explain the difference between gross margin and a gain and what is the difference between a multistep income statement and a single-step income statement?

  Accounts receivable and allowance for uncollectible accounts

The following events occur for The Underwood Corporation during 2018 and 2019, its first two years of operations. Record transactions for each date. Post transaction to the following accounts: Cash, Accounts Receivable, and Allowance for Uncollectibl..

  Determine the carrying value of bonds payable on december

How to Determine the carrying value of bonds payable on December 31, 2018. Determine the discount on bonds payable on December 31, 2017.

  Compute the change in cash

Using the B/S prepared at the end of FY 2008 and FY 2009, compute the change in CASH that occurred during the FY 2009. Refer to the Statement of Cash Flows to disaggregate the change in CASH as cash flows from operating activities (CFO)

  Which contributions to a profit sharing plan must be made on

Which Contributions to a profit sharing plan must be made on? Average operating income calculated over the past three fiscal 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