15 Jul Portfolio
Alice Cartwright is now 45 years old. Over the past several years, she has been struggling to fund her nest egg for retirement. Every time she thought about how much money she needed to retire on, she became frustrated and lost confidence. This past September, she inherited $500,000 from her favorite aunt who recently passed away. She wants to retire as soon as her portfolio reaches $1,000,000. She would like to achieve this goal within the next 5 years.
You need to construct a portfolio for Alice. The portfolio should consist of at least 15 different investments; it should demonstrate to her how to invest the money for the long term. When constructing the portfolio, risk and principle protection are paramount. The client is risk adverse and does not want to lose principle. You need to project savings. Ultimately, she would like to generate about 40k in after-tax income from the portfolio as retirement income. The current CD rates will not generate the required cash return that Alice wants because they are only 1%. The expected return in the market has an anemic return of just 3%, because the United States we are just coming off a long bull market run and is entering a period of a bear market, which is expected to last 3 years. Alice wants her stocks to have low PEs and low betas.
Select stocks, bonds, mutual funds, ETFs, and so on that you feel are right for Alice. Determine the appropriate mix of investments. Give an explanation as to why you think the investments will meet the needs of the client along with your projections of how these investments will meet the cash demands of the future.
The use of graphs explaining growth and the percentage of each asset type are required.
Our website has a team of professional writers who can help you write any of your homework. They will write your papers from scratch. We also have a team of editors just to make sure all papers are of HIGH QUALITY & PLAGIARISM FREE. To make an Order you only need to click Ask A Question and we will direct you to our Order Page at WriteDemy. Then fill Our Order Form with all your assignment instructions. Select your deadline and pay for your paper. You will get it few hours before your set deadline.
Fill in all the assignment paper details that are required in the order form with the standard information being the page count, deadline, academic level and type of paper. It is advisable to have this information at hand so that you can quickly fill in the necessary information needed in the form for the essay writer to be immediately assigned to your writing project. Make payment for the custom essay order to enable us to assign a suitable writer to your order. Payments are made through Paypal on a secured billing page. Finally, sit back and relax.
About Writedemy
We are a professional paper writing website. If you have searched a question and bumped into our website just know you are in the right place to get help in your coursework. We offer HIGH QUALITY & PLAGIARISM FREE Papers.
How It Works
To make an Order you only need to click on “Order Now” and we will direct you to our Order Page. Fill Our Order Form with all your assignment instructions. Select your deadline and pay for your paper. You will get it few hours before your set deadline.
Are there Discounts?
All new clients are eligible for 20% off in their first Order. Our payment method is safe and secure.