Portfolio Tournament

Investment policy statement:

Investment objective: the goal of investment is to build retirement fund. The strategy is to carry moderate amount of risk among different companies from different industries and sectors in order to reduce the risk by diversifying the portfolio.

Benchmark: invest funds in a variety of low to moderate risk investments and invest in some risky assets in order to be able to reach the average return that exceeds the return of S&P 500.

the allocation assets of portfolio will be as following:

· domestic equity should consist of 60% of total portfolio invested in a broad of stocks in different sectors, and focusing on stocks with beta equal to one or lower.

· 30% will be invested on Mutual funds,

· and 10% of corporate bonds.