Unit 2.1 Assignment: Group Investment Portfolio #1
Due Date: 11:59 pm EST Sunday of Unit 2
Points: 100
Overview:
This week your team will create an investment portfolio by selecting five different asset
categories; they could be stocks, bonds, ETSs, mutual funds, real estate, options,
precious metals, or collectibles.
Instructions:
Prepare a report on the following topics:
• Briefly describe each selected asset class and the reasons for choosing each
asset type.
• Define the portfolio objectives, (such as optimize return or minimize risk over a
specific period of time), team investment guidelines, and strategies.
• Estimate market expectations of the portfolio, including expected nominal and
real growth, inflation, and currencies for all countries if your team plans to invest
in them.
• Identify a source of pricing for your portfolio and benchmark.