Using your $100M portfolio, develop an asset allocation that includes both stocks and bonds. For the stock portion you must use individual stocks; for the bond portion you can use individual bonds or bond ETFs.

• No single stock can be larger than 5% of your total portfolio when you first buy it.
• You must own stocks in at least 4 different sectors.
• For the Bond portion, you must include a mix or both corporate bonds and US Government bonds.

After you have built your portfolio you will need to write a brief report on it. This report should include the rationale for your stock/bond allocation and the rationale for your stock and sector choices. Do you consider your portfolio to be aggressive or defensive?

Resources:

Finviz

ETF Screener