Question: Analyze the portfolio shown below. Then, answer the questions using complete sentences. Part 1 (6 points): Evaluate the diversity of this portfolio. Explain, using complete
Analyze the portfolio shown below. Then, answer the questions using complete sentences.
Part 1 (6 points): Evaluate the diversity of this portfolio. Explain, using complete sentences, if this portfolio is not diverse, minimally diverse, somewhat diverse, or extremely diverse. Why?
Part 2 (6 points): Describe the risk factor of this portfolio. Is this an aggressive, conservative, or moderate portfolio? How do you know?
Part 3 (6 points): Describe an individual who might carry this type of portfolio. Include details such as
- age
- occupation
- family situation (single, married, single with children, or married with children)
- investment goals
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