On an individual basis, Write a professional investment proposal to a prospective investor: o Describe the suggested
Question:
On an individual basis, Write a professional investment proposal to a prospective investor:
o Describe the suggested share portfolio (it can be either investing directly in the shares chosen or through a mutual fund, an index fund, or an ETF)
o If the chosen portfolio is not a complete index, justify why it has been chosen relative to a complete index 0 Write the expected return and describe the main risks of the chosen portfolio according to your views
o Justify the recommendation of the conveying vehicle: investing in the chosen shares directly, or through an investment fund (mutual fund, index fund, ETF). Explain the rationale for your choice. A pdf file containing 0 Description of the chosen portfolio/index
o Past data of the chosen portfolio/index: past returns and volatility of the last three years 0 Expected return of the chosen portfolio: justify your statements.
Foundations of Financial Management
ISBN: 978-1259024979
10th Canadian edition
Authors: Stanley Block, Geoffrey Hirt, Bartley Danielsen, Doug Short, Michael Perretta