Investments
In general terms, discuss how the following should be taken into consideration when constructing an investment portfolio:
•Age
•Income
•Debt level and assets
•Marital status
•Parental status
•Risk tolerance
•Time horizon
•General economic conditions
Part 2 Tasks
Task 1
Discuss the efficient market hypotheses, and answer the following question:
•Does this hypothesis support active trading or buying a passive stock index fund?
Task 2
•Discuss several pieces of legislation that were enacted to protect against unethical investing practices.
Task 3
To illustrate your knowledge of portfolio construction, design a portfolio based on the following scenario:
•Robert and Susan Jenkins have inherited $200,000. They are aggressive investors with a joint annual income of $100,000, no debt, and an additional $500,000 in assets other than the $200,000 inheritance.
Design 2 separate $200,000 portfolios based on the following scenarios:
•The couple has 3 children between the ages of 9 and 17 years old, and they will use this money to pay for their college education.
•The couple will use the money to help fund retirement in 35 years.
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