Need a two page paper TODAY, 12 point font, the scenrio is, RECOMMED A PORTIFILO TO A INVESTMENT COMMITTEE WHICH HAS AN ASSET BASE OF 4 MILLION DOLLARS, WE NEED TO GROW ASSET BASE OVER TIME, TO PRESERVE CAPITAL, AND FUND 200,000 IN SCHOLARSHIPS. I HAVE CHOSEN 4 COMPANIES,
BOEING COMPANY (10% TO EACH COMPANY STOCK)
HOME DEPOT
AND 2 FUNDS
PIMCO LONG DURATION RETURN FUND (LONG)
FROST TOTAL RETURN BOND (SHORT) 15 % TO EACH BOND WITH THESE GUIDELINES, MY PART IS TO DISCUSS (A) THE RISK ASSOCIATED WITH A INVESTMENT PORTIFILO, (B) PROCESSES TO MAKE CHANGES IN MY PORTIFILO “SECTION ALLOCATION AND ASSET ALLOCATION, (C) HOW TO SOURCE IDEA (IE BOTTOM UP, TOP DOWN, OR A MIXED APPROACH).
