Investment objective: the goal of investment is to build retirement fund. The portfolio will be created for person who earns a good salary and tolerate moderate to high risk. The strategy is to carry moderate to high amount of risk and create diversified portfolio among different companies and funds. Selections of investment will be allocated among different sectors and then companies will be selected within each industry.
Benchmark:
Invest funds in a variety of moderate to high risk investments. The average risk of portfolio should be equal to the risk of the market. The portfolio will be allocated as follows:
1) 45% of the total portfolio will be invested in domestic equity which will be from a broad of stocks within different sectors and industries such as health care sector and consumer goods sector,
2) 40% of the total value of portfolio will be invested in Mutual funds
3) 15% of the total value of portfolio will be invested in corporate bonds.