2.04h Investment Portfolio

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Presentation transcript:

2.04h Investment Portfolio Your Name Here

Aggressive Investment Name 1. Name of company or investment 2. Contact information 3. Company details 4. Type of investment (ex: stock, CD, mutual fund, bond, etc) 5. Risk level (high, moderate, or low) 6. Expected rate of return 7. Minimum required investment (dollar amount; note for stocks, this is the cost of one stock at current trade price) 8. Why are you interested in this investment? (Be sure to discuss statistics found in research and include at least five sentences.)

Aggressive Investment Collect visuals representing important information about your investments. Examples of visual evidence include screen captures of a website showing stock values for a given day, a scanned image of a newspaper stock table, etc. Evidence should show the date of publication as well as the source. You can also choose to create graphs illustrating the prices of your individual stocks over time and a graph of the overall portfolio value over time.

Moderate Investment Name 1. Name of company or investment 2. Contact information 3. Company details 4. Type of investment (ex: stock, CD, mutual fund, bond, etc) 5. Risk level (high, moderate, or low) 6. Expected rate of return 7. Minimum required investment (dollar amount; note for stocks, this is the cost of one stock at current trade price) 8. Why are you interested in this investment? (Be sure to discuss statistics found in research and include at least five sentences.)

Moderate Investment Collect visuals representing important information about your investments. Examples of visual evidence include screen captures of a website showing stock values for a given day, a scanned image of a newspaper stock table, etc. Evidence should show the date of publication as well as the source. You can also choose to create graphs illustrating the prices of your individual stocks over time and a graph of the overall portfolio value over time.

Conservative Investment Name 1. Name of company or investment 2. Contact information 3. Company details 4. Type of investment (ex: stock, CD, mutual fund, bond, etc) 5. Risk level (high, moderate, or low) 6. Expected rate of return 7. Minimum required investment (dollar amount; note for stocks, this is the cost of one stock at current trade price) 8. Why are you interested in this investment? (Be sure to discuss statistics found in research and include at least five sentences.)

Conservative Investment Collect visuals representing important information about your investments. Examples of visual evidence include screen captures of a website showing stock values for a given day, a scanned image of a newspaper stock table, etc. Evidence should show the date of publication as well as the source. You can also choose to create graphs illustrating the prices of your individual stocks over time and a graph of the overall portfolio value over time.