投资组合案例分析(全英)

合集下载
  1. 1、下载文档前请自行甄别文档内容的完整性,平台不提供额外的编辑、内容补充、找答案等附加服务。
  2. 2、"仅部分预览"的文档,不可在线预览部分如存在完整性等问题,可反馈申请退款(可完整预览的文档不适用该条件!)。
  3. 3、如文档侵犯您的权益,请联系客服反馈,我们会尽快为您处理(人工客服工作时间:9:00-18:30)。

long term steady long term steady
steady growth
low moderate
steady moderate high growth
the last
high
long
steady steady
high
low
one
term/short
growth
term
Part 3
Business case:The Right Portfolio
01 background information
02
investment goals for clients
03 portfolio investment
04 conclusions
Part 1
Background information
• set up a investment consulting firm two years ago
• the best consultant on securities investment
• 35-year-old
• divorced
• have two teenage sons
• plan to invest $50,000
• a couple
• retired
• plan to
invest
$60,000
• university freshman
• 19-year-old • lost both parents • received
$2,000,000 from insurance company
• a single woman • 27-year-old • accountant • annual
salary :$26,000 • plan to invest
$40,000
Part 2
Question 1:What do you think should be appropriate investment goals for the clients?
the first client
Safety high
from:Wikipedia
The divorced woman:
20%
education insurance
40% common stocks
40% bonds
The couple:
20% insurance
20% money market fund
60% bonds
The 19-year-old freshman:
Question 2:If you were Simon,what kind of portfolio investment would you suggest for each of them?
What is portfolio investment?
1. a collection of investments 2.refers to any combination of financial risk. 3.purpose: to maximize the expected return and minimize the risk.
10% insurance
25% bonds
25% common stock
20% demand deposit
20% time deposit
The single woman:
45% stocks
10% insurance
45% bonds
Part 4
Conclusions
THANK YOU
Time Income horizon
long term steady
Growth Risk Liquidity tolerance need
steady moderate high growth
the
high
second
Baidu Nhomakorabea
and the
third client
the fourth high client
相关文档
最新文档