Create analysis and investment strategy proposal.

Linh and Tinh are both 35 years old. They have two main financial goals: saving for retirement and saving for their six-year-old daughter's college education. They expect that her daughter will study finance at Monash University, Australia or similar University. Tinh recently inherited a real estate from his parents, and sold it for 5 billion VND after taxes. Linh and Tinh would like to aggressively invest this inheritance and an additional 20 million VND each month from their combined incomes in order to maximize return. Linh and Tinh want to retire 25 years from now, and their daughter will need to begin drawing money from the college fund in 12 years.

 Recommend specific investments to create a portfolio from the available capital, your portfolio must consist of at least 6 financial assets.

Answer rating: 100% (QA)

Given Linh and Tinhs goals a balanced yet growthoriented portfolio could be constructed Heres a proposal that factors in their risk tolerance time horizon and financial objectives 1 Equities Domestic ... View the full answer