{"id":22172,"date":"2023-06-17T06:13:32","date_gmt":"2023-06-17T06:13:32","guid":{"rendered":"https:\/\/www.goodacademic.com\/blog\/questions\/in-general-terms-discuss-how-the-following-should-be-taken-into-consideration-when-constructing-an-investment-portfolio\/"},"modified":"2023-06-17T06:13:32","modified_gmt":"2023-06-17T06:13:32","slug":"in-general-terms-discuss-how-the-following-should-be-taken-into-consideration-when-constructing-an-investment-portfolio","status":"publish","type":"questions","link":"https:\/\/www.goodacademic.com\/blog\/questions\/in-general-terms-discuss-how-the-following-should-be-taken-into-consideration-when-constructing-an-investment-portfolio\/","title":{"rendered":"In general terms, discuss how the following should be taken into consideration when constructing an investment portfolio"},"content":{"rendered":"

In general terms, discuss how the <\/p>\n

following shouldbe taken into <\/div>\n
consideration when constructing <\/div>\n
aninvestment portfolio:<\/div>\n
Age<\/div>\n
Income<\/div>\n
Debt level and assets<\/span><\/div>\n
Marital status<\/span><\/div>\n
Parental status<\/span><\/div>\n
Risk tolerance<\/span><\/div>\n
Time horizon<\/span><\/div>\n
General economic conditions<\/span><\/div>\n

<\/span><\/div>\n
Part 2 <\/span>Tasks<\/span><\/div>\n
Task 1 Discuss several pieces of legislation that were enacted to protect against <\/span><\/div>\n
unethicalinvesting practices<\/span><\/div>\n

<\/span><\/div>\n
Task 2<\/span><\/div>\n
To illustrate your knowledge of <\/span>portfolio<\/span><\/div>\n
construction, design a portfolio based on <\/span><\/div>\n
the following scenario:<\/span><\/div>\n
Robert and Susan |enkins have inherited<\/span><\/div>\n
$200,000. They are aggressive investors with a joint annual income of $1 00,000, no debt,and an additional $500,000 in assets other than the $200,000 inheritance<\/span><\/div>\n

<\/span><\/div>\n
Design 2 separate $200,000 portfolios based on the<\/span><\/div>\n
following scenarios:<\/span><\/div>\n

<\/span><\/div>\n
The couple has 3 children between the agesof 9 and 17 years old, and they will use thismoney to pay for their college <\/div>\n
education.
<\/span><\/div>\n
<\/div>\n
The couple will use the money to help fund<\/div>\n
retirement in 35 years.<\/div>\n
<\/div>\n
When designing your portfolios, be sure to keep thefollowing in mind:<\/div>\n
Each portfolio should contain at least 3<\/div>\n
common stocks, 1 American Depositary<\/div>\n
Receipt (ADR) that you researched, and 3<\/div>\n
bonds.<\/div>\n
<\/div>\n
Leaving a portion of the portfolio in cash isan option if you feel that is it appropriate.<\/div>\n
<\/div>\n
Charts and graphs should be used where<\/div>\n
appropriate.<\/div>\n
<\/div>\n
Portfolio models should be based on the<\/div>\n
Jenkins’ demographic profile and time<\/div>\n
horizon.<\/div>\n
<\/div>\n
Be sure to include the following in your discussion?<\/div>\n
Reasons for your investment choices <\/div>\n
Stock and bond investment risk and returnfactors <\/div>\n
The security market line <\/div>\n
Beta and standard deviation<\/div>\n
Bond duration and interest rates<\/div>\n","protected":false},"excerpt":{"rendered":"

In general terms, discuss how the  following shouldbe taken into  consideration when constructing  aninvestment portfolio: Age Income Debt level and assets Marital status Parental status Risk tolerance Time horizon General economic conditions Part 2 Tasks Task 1 Discuss several pieces of legislation that were enacted to protect against  unethicalinvesting practices Task 2 To illustrate your knowledge of portfolio […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"disciplines":[1152],"paper_types":[],"tagged":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions\/22172"}],"collection":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions"}],"about":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/types\/questions"}],"author":[{"embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/comments?post=22172"}],"version-history":[{"count":0,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions\/22172\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/media?parent=22172"}],"wp:term":[{"taxonomy":"disciplines","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/disciplines?post=22172"},{"taxonomy":"paper_types","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/paper_types?post=22172"},{"taxonomy":"tagged","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/tagged?post=22172"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}