Investment Portfolio This research develops an investment

This research develops an investment portfolio for an individual investor. Included in this research is (1) a description of the potential investor, together with a development of the individual's need for an investment portfolio, (2) an explanation of the investment funding capacity of the individual, (3) a discussion of financial investment goals, (4) a description of selected financial investment vehicles, (5) a discussion of portfolio analysis, and (6) a description of the recommended investment portfolio.

INVESTOR DESCRIPTION, AND INVESTMENT

The potential investor is assumed to be a woman in her forties, who has been recently divorced. Her tangible assets include (1) a residence (the former family residence), which, it is further assumed she holds free and clear of any financial encumbrances, (2) a 1988 Buick automobile (also assumed to be free and clear of financial encumbrances), and (3) $250,000 in cash.

It is further assumed that the client has no obligations to other persons (family or otherwise) which impose financial burdens, and that no financial claims against the client are outstanding. It is also assumed that the client has neither a need nor a desire to remain in her current residence, and that no legal conditions exist which would cause it to be compelling for her to remain in the residence.

Consistent with her age and station in life, the client's investment objectives are essentially conservative in char

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Category: Economics - I