Portfolio Of Assets

YOUR ASSIGNMENT: You have excess cash ($25,000) from your year-end bonus and want to invest in a portfolio of assets.You have the option of investing in some combination of Fund 1, 2, 3, 4, 5 which are listed below. Using the information learned in this class and the BASIC INFORMATION listed below detailing the five different investment funds, develop a 1200-1500 word rational for your investment strategy. Your paper should include the following: 1. Define your return objective and risk tolerance. (25% of grade)  2. Construct your portfolio from the Basic Information Table listed below.  What is your allocation of assets? (30% of grade) 3.  Explain why you constructed this portfolio allocation bringing into your discussion such concepts as portfolio diversification, Efficient Market Hypothesis, market anomalies, behavioral bias, risk factors, duration, liquidity issues, etc. Bring as many of these (or other) investment concepts into your narrative. (30% of grade) 4. Explain how you will manage your portfolio going forward.  What actions will you take if your portfolio outperforms your benchmark? If it underperforms? How will you define success at the end of 5 years? (15% of grade). FINAL THOUGHTS: This portfolio should be suited to your personal risk tolerance and return objectives. It is all about YOU.   The objective is to pull together many of the concepts we have learned this semester. This paper is worth 15% of your final grade and is due  Sunday December 15 at 11:59pm BASIC INFORMATION:  Consider the four US equity mutual funds.  The first is an investment grade bond fund, consisting of Treasury and corporate bonds with a 3.5 year duration, the second is a US large capitalization focused fund, the third is a large capitalization NON US fund, the fourth is a small capitalization US fund, and the fifth is the S&P 500 index (ETF) portfolio that perfectly tracks the benchmark. Each fund has an expense ration of .75%; except for Fund 5 which can be purchased for .05%. The following returns are net of fees.                 1 year return            Last 3 year                 Last 5 year                 Last 10 year      !0 year risk                                                 return                         return                         return                 (STD DEV) Fund 1:            3.0                  5.5                                5.0                              4.9                        4.5% Fund 2:           10.8                 7.7                               15.1                             8.5                       15.1% Fund 3:           14.3                 8.1                               4.9                              6.9                        14.0% Fund 4:           18.3                 5.1                               9.2                               9.8                       18.1% Fund 5:           12.0                 8.9                               14.7                             7.0                       15.5%

Struggling to find relevant content? Order a custom essay on
Portfolio Of Assets
Let our experts save you the hassle
Order Now
Calculate the price
Make an order in advance and get the best price
Pages (550 words)
$0.00
*Price with a welcome 15% discount applied.
Pro tip: If you want to save more money and pay the lowest price, you need to set a more extended deadline.
We know how difficult it is to be a student these days. That's why our prices are one of the most affordable on the market, and there are no hidden fees.

Instead, we offer bonuses, discounts, and free services to make your experience outstanding.
Sign up, place your order, and leave the rest to our professional paper writers in less than 2 minutes.
step 1
Upload assignment instructions
Fill out the order form and provide paper details. You can even attach screenshots or add additional instructions later. If something is not clear or missing, the writer will contact you for clarification.
s
Get personalized services with GPA Fix
One writer for all your papers
You can select one writer for all your papers. This option enhances the consistency in the quality of your assignments. Select your preferred writer from the list of writers who have handledf your previous assignments
Same paper from different writers
Are you ordering the same assignment for a friend? You can get the same paper from different writers. The goal is to produce 100% unique and original papers
Copy of sources used
Our homework writers will provide you with copies of sources used on your request. Just add the option when plaing your order
What our partners say about us
We appreciate every review and are always looking for ways to grow. See what other students think about our do my paper service.
Social Work and Human Services
Excellent Work
Customer 452587, November 22nd, 2021
English 101
The paper was late. However, it was excellent quality.
Customer 452561, July 2nd, 2021
Wellness
The skilled writer did a GREAT job on assignment. There are a few details I will add, but overall very happy with their work. Thank you
Customer 452547, June 13th, 2021
Other
Thank you for a well written paper!!!
Customer 452557, January 19th, 2022
Other
AWESOME
Customer 452813, July 5th, 2022
Nursing
Writer did an excellent job! Thank you.
Customer 452693, January 14th, 2022
Nursing
A-1 service every single time!!!
Customer 452453, July 27th, 2021
Social Work and Human Services
Thank you for the great job
Customer 452469, February 3rd, 2021
Nursing
Paid for the paper to be completed 5 days prior than the day I received the paper.
Customer 452693, July 13th, 2022
History
thank you so much for the help, I really appreciate that.
Customer 452725, February 13th, 2022
Marketing
Thank you great job
Customer 452813, July 10th, 2022
Other
AWESOME
Customer 452813, June 25th, 2022
OUR GIFT TO YOU
15% OFF your first order
Use a coupon FIRST15 and enjoy expert help with any task at the most affordable price.
Claim my 15% OFF Order in Chat
error: Content is protected !!