finance report

Stock Track

Investment Policy statement

The policy is designed for a young client who holds a steady job, is valued employee, has adequate insurance coverage. The goal of investment is to build retirement fund. The strategy is to carry moderate to high amount of risk because the income steam from his job will probably grow over time. Low risk strategy is inappropriate for his retirement fund goal. Total return or capital appreciation objective would be most appropriate.

The goal of investment is to build a retirement fund. The investment strategy is to carry moderate to high amount of risk because the income stream from his job will most likely grow over time. Low risk strategy may not be appropriate for the retirement fund goal. Total return or capital appreciation objective would be the most appropriate.

Invest funds in a variety of moderate to high risk investments. The average risk of portfolio should exceed risk of a broad stock market index, such as the NYSE.

Assets allocation:

1. Domestic equity will be consisting of 60% of total portfolio. The domestic equity will be investment on small, medium, large companies and allocated among different sectors.

2. 10% in corporate bonds ,

3. and 30% of the funds should be invested in mutual funds