Question: You will need to select two or three funds for each of the following types of investors. Newlyweds who plan to invest $100 per month
You will need to select two or three funds for each of the following types of investors.
Newlyweds who plan to invest $100 per month in high-risk fund and $50 per month in a moderately risky fund.
A single, 51-year-old female who prefers to invest very conservatively.
A 40-something male who is particularly interested in investing in markets of developing economies.
A retired school teacher who wishes to roll over her life savings into something somewhat secure, though she doesnt want to earn only peanuts on her investment.
Be sure to include:
Which funds did you select for each of the four investors mentioned?
Why did you select those funds?
What are the year-to-date returns for the funds you selected?
Would you feel confident in advising the four investors as to which funds to buy?
Why or why not?
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