Investment Portfolio Paper
For this assignment, you will be creating an investment portfolio allocating $100,000 in funds you won in a hypothetical lottery (see the scenario below). An investment portfolio is a collection of assets and can include investments like stocks, bonds, mutual funds, and exchange-traded funds. Two of the most important things to consider when creating a portfolio are your diversification strategy and personal risk tolerance.
For this week’s assignment, you will be further developing your investment portfolio that you started in Week 2. You will also need to create and include a graphic (e.g., table, chart) that illustrates your dollar or percent allocation of the $100,000 investment funds.
Scenario: Imagine you have just won $100,000 in a lottery. You want to invest this money wisely so it can grow over time and help you achieve your overall investment goals.
Prior to beginning work on this assignment,
In your paper, include:
Financial Situation and Goals
Investment Types and Rationale
Financial Returns and Risks
Tip: Consider using the bold headings above as level headings to help organize your paper. For help with level headings, review the “Level Heading” section on the APA Style ElementsLinks to an external site. guide.
The Investment Portfolio paper
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