week 7 portfolio management
Babu Dev
PortfolioManagementweek7forum.docxPortfolio Management & Options
500 words
List your personal characteristics and then state your investment objectives in light of them. Use these objectives as a basis for developing your portfolio objectives and policies. Assume that you plan to create a portfolio aimed at achieving your stated objectives. The portfolio will be constructed by allocating your money to any of the following asset classes: common stock, bonds, foreign securities, and short-term securities.
1. Determine and justify an asset allocation to these four classes in light of your stated portfolio objectives and policies.
2. Describe the types of investments you would choose for each of the asset classes.
The forums are for student interaction and submitting input after the end of the week serves no learning objectives and does not constitute as participation. Students should demonstrate their own knowledge in the forums and avoid copying and pasting from web sites. Responses will be graded directly from the Forums.
Your grade earned for your responses will be based on the Forums Grading Criteria:
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Discussion |
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Quality (40 points available) |
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Questions answered completely (i.e. including Instructor follow-up) (14 pts.) |
14 |
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Posts on topic and demonstrated analysis (16 pts.) |
16 |
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Original post meets minimum word requirement (10 pts.) |
10 |
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Total |
40 |
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Participation Guidelines (26 points available): |
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Initial post submitted before the deadline (14 pts.) |
14 |
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Posts made on at least three days (8 pts.) |
8 |
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At least two responses to classmates (4 pts.) |
4 |
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Total |
26 |
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Clarity and Organization of Writing (28 points available): |
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Posts were organized (6 pts.) |
6 |
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References were used with proper attribution (8 pts.) |
8 |
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No spelling or grammatical errors (14 pts.) |
14 |
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Total |
28 |
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Professional & Netiquette (6 points available): |
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Respectful (2 pts.) |
2 |
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Appropriate (2 pts.) |
2 |
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Professional Tone (2 pts.) |
2 |
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Total |
6 |
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TOTAL POINTS EARNED (100 pts.) |
100 |
