Investment Proposal | Essay

Investment Proposal
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Investment Proposal
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The investment plan which must be considered in context to the pitching of an investment
idea must in relation to the asset class of equity or stocks . Primarily, on account of the long term
planning and on any time horizon for the current year scenario . The best plan of action deals
with a possibility where the process is drafted on the basis of the aggressive risk-taking portfolio
which in clear terms explains the aspect where more than or at least ninety percent of the assets
is governed by equity or stocks. The left over percentage is accounted with the combination of
the bonds as well as the cash or cash equivalent targets. This investment plan primarily deals
with putting the returns on a maximum value basis where the degree of risk is very high and can
exceed the level of risk taking and on the other hand, it may lead to a possibility where the return
will enhance the margin and the profit level to a much higher and a promising note.
Understanding as to how the class action plan will work it is evident to take an analysis on the
portfolio stock or fund analysis which are listed as follows:-
1) Vanguard 500 Index (VFINX)
2) Fidelity Select Consumer Staples (FDFAX)
3) Vanguard Health Care (VGHCX)
4) Manulife Global Small Cap Fund
5) TD’s Global Entertainment and Communications Fund
(Plastun, Sibande, Gupta, & Wohar, 2020)
The returns listed above ranges in a period timeline on 5 years , 10 years as well as 15 years
and further, considering the fair margin of five years the following aspect which is profitable as