Investment portfolio strategy, Business Management

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From your past investment portfolio strategy and your explanation to your client, outline the basis of your future portfolio for the same principal and indicate the rationale for your asset portfolio, its portfolio weightings and the securities therein, giving due consideration to the risks involved in pursing this strategy. In so doing, you would outline what assets and securities are in your investment portfolio and their likely value outcomes. You should also outline what other investments are available but not included in this portfolio and why they have excluded from your portfolio section.


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