You have just inherited $50,000 on the condition that you must invest it. You cannot put it
Question:
You have just inherited $50,000 on the condition that you must invest it. You cannot put it in a savings account but must invest in a mix of stocks, bonds & Mutual Funds. In a MAX 1-2 pages indicate how you would invest your money. How much in stocks, how much in bonds, and how much in Mutual Funds. For Bonds: What specific bond issues would you consider and what are the yields on these bonds? For each Stock, selection indicates why you would invest in that particular company. For each company discusses – recent price range, dividend yield if applicable, P/E ratio for the company (is this an expensive stock or not), and general overview of the company and its future prospects. Check annual reports and any industry information you can find. Indicate how much of your stock portfolio would be invested with each company. For Each Mutual Fund that you select, what are this fund’s investment objectives? What type of fund is it (i.e. Growth), what are the fund's major holdings? What are the risks in investing in this fund, and who is this fund suited for? You must have at least one of each category (Bonds, Stocks, MF) You will find much of this information in sites such as Morningstar.ca, Yahoo Finance, and Google Finance. You can use any other investment sites but be sure to reference all of them in your presentation.
Statistics The Art and Science of Learning from Data
ISBN: 978-0321755940
3rd edition
Authors: Alan Agresti, Christine A. Franklin