You are to determine THREE (3) suitable investments with securities from Stocks, ETFs, Mutual Funds and...

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You are to determine THREE (3) suitable investments with securities from Stocks, ETFs, Mutual Funds and / or Closed - End Funds, etc. which you believe can improve portfolio performance and satisfy Mr. Muthu's investment objectives and profile. You are to apply top-down fundamental analysis. - You may invest across different asset classes and remove existing securities. You are to select securities from the securities universe in Portfolio Visualizer. Optimize the portfolio based on the risk - return objectives of Mr. Muthu which would be low risk, no real estate and hospitality 3% rate of return. Each security is subjected to a minimum weight of 0 % and maximum weight of 75 %. You may make reasonable assumptions, including assumptions of future performance based on historical performance. Justify your recommendations. You are to determine THREE (3) suitable investments with securities from Stocks, ETFs, Mutual Funds and / or Closed - End Funds, etc. which you believe can improve portfolio performance and satisfy Mr. Muthu's investment objectives and profile. You are to apply top-down fundamental analysis. - You may invest across different asset classes and remove existing securities. You are to select securities from the securities universe in Portfolio Visualizer. Optimize the portfolio based on the risk - return objectives of Mr. Muthu which would be low risk, no real estate and hospitality 3% rate of return. Each security is subjected to a minimum weight of 0 % and maximum weight of 75 %. You may make reasonable assumptions, including assumptions of future performance based on historical performance. Justify your recommendations.

Answer rating: 100% (QA)

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