Final paper

YOUR ASSIGNMENT: You have excess cash ($25,000) from your year-end bonus and want to invest in a portfolio of assets.You have the option of investing in some combination of Fund 1, 2, 3, 4, 5 which are listed below. Using the information learned in this class and the BASIC INFORMATION listed below detailing the five different investment funds, develop a 1200-1500 word rational for your investment strategy. Your paper should include the following:
1. Define your return objective and risk tolerance. (25% of grade)
2. Construct your portfolio from the Basic Information Table listed below. What is your allocation of assets? (30% of grade)
3. Explain why you constructed this portfolio allocation bringing into your discussion such concepts as portfolio diversification, Efficient Market Hypothesis, market anomalies, behavioral bias, risk factors, duration, liquidity issues, etc. Bring as many of these (or other) investment concepts into your narrative. (30% of grade)
4. Explain how you will manage your portfolio going forward. What actions will you take if your portfolio outperforms your benchmark? If it underperforms? How will you define success at the end of 5 years? (15% of grade).
FINAL THOUGHTS: This portfolio should be suited to your personal risk tolerance and return objectives. It is all about YOU. The objective is to pull together many of the concepts we have learned this semester. This paper is worth 15% of your final grade and is due Sunday December 15 at 11:59pm
BASIC INFORMATION: Consider the four US equity mutual funds. The first is an investment grade bond fund, consisting of Treasury and corporate bonds with a 3.5 year duration, the second is a US large capitalization focused fund, the third is a large capitalization NON US fund, the fourth is a small capitalization US fund, and the fifth is the S&P 500 index (ETF) portfolio that perfectly tracks the benchmark. Each fund has an expense ration of .75%; except for Fund 5 which can be purchased for .05%. The following returns are net of fees.

1 year return Last 3 year Last 5 year Last 10 year !0 year risk
return return return (STD DEV)
Fund 1: 3.0 5.5 5.0 4.9 4.5%
Fund 2: 10.8 7.7 15.1 8.5 15.1%
Fund 3: 14.3 8.1 4.9 6.9 14.0%
Fund 4: 18.3 5.1 9.2 9.8 18.1%
Fund 5: 12.0 8.9 14.7 7.0 15.5%

Don't use plagiarized sources. Get Your Custom Essay on
Final paper
Just from $13/Page
Order Essay
Essay Assign
Calculate your paper price
Pages (550 words)
Approximate price: -

Our Advantages

Plagiarism Free Papers

All our papers are original and written from scratch. We will email you a plagiarism report alongside your completed paper once done.

Free Revisions

All papers are submitted ahead of time. We do this to allow you time to point out any area you would need revision on, and help you for free.

Title-page

A title page preceeds all your paper content. Here, you put all your personal information and this we give out for free.

Bibliography

Without a reference/bibliography page, any academic paper is incomplete and doesnt qualify for grading. We also offer this for free.

Originality & Security

At Essay Assign, we take confidentiality seriously and all your personal information is stored safely and do not share it with third parties for any reasons whatsoever. Our work is original and we send plagiarism reports alongside every paper.

24/7 Customer Support

Our agents are online 24/7. Feel free to contact us through email or talk to our live agents.

Try it now!

Calculate the price of your order

We'll send you the first draft for approval by at
Total price:
$0.00

How it works?

Follow these simple steps to get your paper done

Place your order

Fill in the order form and provide all details of your assignment.

Proceed with the payment

Choose the payment system that suits you most.

Receive the final file

Once your paper is ready, we will email it to you.

Our Services

We work around the clock to see best customer experience.

Pricing

Flexible Pricing

Our prices are pocket friendly and you can do partial payments. When that is not enough, we have a free enquiry service.

Communication

Admission help & Client-Writer Contact

When you need to elaborate something further to your writer, we provide that button.

Deadlines

Paper Submission

We take deadlines seriously and our papers are submitted ahead of time. We are happy to assist you in case of any adjustments needed.

Reviews

Customer Feedback

Your feedback, good or bad is of great concern to us and we take it very seriously. We are, therefore, constantly adjusting our policies to ensure best customer/writer experience.