Description
INSTRUCTIONS: In a word document
Go to
Use the information provided above (style box and ratings) to choose 5
different mutual funds/ETFs (5 funds/ETFs per each portfolio) to prepare 3 portfolios for 3 different types of investors:
1. Aggressive
2. Moderate
3. Conservative
In around half a page (400 words) for each portfolio explain:
1. The rationale behind choosing the given funds/ETFs per each portfolio
2. The criteria were chosen to build each portfolio
Then in EXCEL: Follow up the prices for all 3 portfolios for a week. Calculate the return for each portfolio at the end of the week.
