Create an Investment Plan using the following step provided at the picture.

DULE 9 INVES... 19 / 19 110% + a I 14 3 investment 1 - Investment philosophy: Moderate; I am willing to accept some risk to achieve investment goale. g and reading, ed down some otes. 2-Goals: (a) Start saving for retirement: (b) Bagin saving for down payment on a new car. 3 - Monthly amounts to invest: $200 for retirement: $200 for down payment. 4-Investment alternatives: (a) Employer's stock: (b) 20 mutual funda ottored by vendor, Fidelity, within employer's 401(k) plan: () Large mutual fund familien, like Vanguard and T. Rowe Price; (d) Stocks of regional companies (o) Certificates of depost 5-Rationale for decisions: For every dollar invested I will receive an immediate 50 percent return because my employer's policy is to match 401(k) contributione 50 cents on the dollar for the first 6 percent of earnings Starting next month begin investing in my employer's 401(k) plan to earn $100 monthly matching contribution as the gives me a 50 percent immediate return ($200 of my money plus $100 of my employer's money) Rationale: (a) Employer's stock may be risky: (b) Really do not know much about local stocka (c) Down payment funds go into money market account to accumulate and then cam higher rate on certificates of deposit 23 6-key risk factors fal Do not need toitement funds for 30 or more years, so I can not more nok for a higher return; (b) Texpect to deed the down payment funds within 3 to 4 years, so the investment cannot be risky 7 - Anticipated return (a) Hopefully 7 to 8 percent on the retirement investment b) For the down payment hunds, hopefully 3 to 4 percent in a money market account and perhaps 4 to 5 percent in a caricate of deposit 8-Actions to take (a) Fill out 400 min Human Resource Department with 200 monthly and nina mutual fund with an intentobject of moderate to high-growth b) Open count at tage mutual fund company and automatically and 200 money from my banking count to money that contunden und come to buy a case of depot 10 Type here to search