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Investment Strategies for Mr. W

   

Added on  2020-03-04

7 Pages1386 Words140 Views
Finance
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Running head: INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENTInvestment Analysis and Portfolio ManagementName of the University:Name of the Student:Authors Note:
Investment Strategies for Mr. W_1

1INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENTTable of ContentsIntroduction:...............................................................................................................................2Profiling:....................................................................................................................................2Two investment proposals:........................................................................................................2Recommendations:.....................................................................................................................3Potential Outcomes:...................................................................................................................4Reference and Bibliography:......................................................................................................5Appendices:................................................................................................................................6
Investment Strategies for Mr. W_2

2INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENTIntroduction:The overall assignment mainly aims in helping Mr W for improving its overall returnfrom investment to support its financial obligations in near future. Furthermore, Mr W isfacing relative difficulties in securing a high paying job, which is hindering his ability tosupport its family’s requirements. Therefore, Mr W is aiming to increase the overall returnfrom investment by saving the 1.8 million by investing. The assignment portrays the overallinvestment strategy, which is recommended by Ms Shelly for increasing the overallprofitability from investment. Moreover, the second proposal was provided by Mr. Trevor,who recommend for a different type of investments that could help generate higher returnsfrom investment.Profiling:The profiling mainly helps in understanding the overall condition of Mr W, whoneeds different toes of monetary benefits, which could help in generating higher revenuefrom investment. Therefore, the main concern of Mr W is to fulfil his family needs, whichcould only be supported by balanced fund investments. However, there is a possibility, whereMr W will not able to find another high paying job. Moreover, Mr W has some pastinvestment experience, which could hamper its family expenses. Hence, the overall portfoliothat is needed by Mr W mainly consists of secure and steady stream of income that couldsupport its long-term course.Two investment proposals:There are two different types of investment schemes, which are provided to Mr W forsupporting its overall return from investment. The first investment options were mainlyprovided by Ms Shelly’s, who have depicted the investment schemes on PER for a period of
Investment Strategies for Mr. W_3

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