Paragraph Styles Create a mutual fund portfolio for: Bob has $250,000 to invest, received in an inheritance Has a high risk tolerance, with a secure job - does not need the money to live off of Long time horizon - will not need the funds for 20 years Wants to maximize growth until then, after which will reevaluate 1.the percentage of assets, as well as dollars, in each investment, and the percentage to be kept in cash 2. the risk level of the portfolio as measured by beta or another appropriate risk measure Bob has high risk tolerance with long-term investment 3. what makes the set of investments you chose work well together 4. the 1-year, 5-year and 10-year historical rate of return of the hypothetical portfolio (if possible) 5. all costs associated with the portfolio 6. what makes it appropriate to this client 7. bottom line: which portfolio is your top recommendation for this client? D Focus Paragraph Styles Create a mutual fund portfolio for: Bob has $250,000 to invest, received in an inheritance Has a high risk tolerance, with a secure job - does not need the money to live off of Long time horizon - will not need the funds for 20 years Wants to maximize growth until then, after which will reevaluate 1.the percentage of assets, as well as dollars, in each investment, and the percentage to be kept in cash 2. the risk level of the portfolio as measured by beta or another appropriate risk measure Bob has high risk tolerance with long-term investment 3. what makes the set of investments you chose work well together 4. the 1-year, 5-year and 10-year historical rate of return of the hypothetical portfolio (if possible) 5. all costs associated with the portfolio 6. what makes it appropriate to this client 7. bottom line: which portfolio is your top recommendation for this client? D Focus