Note: Please help me, i was given this portfolio and i 3/4 finished it, but i really can't do the justification for the portfolio, could someone kindly help me to do the justification. (help me to do it, give me hints on how to do it or give me ideas). Thanks
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Purpose: This report will analyse Alicia financial situation and make recommendations on appropriate investment opportunities.
Introduction:
Alicia lives at home with her parents. She works as a hair dresser and this pays for all her living expenses, meaning that she doesn’t rely on the investment money right now. Her current wages is paid into a saving account via EFTPOS. Alicia’s personal assets include her personal belongings and an old car that she loves very much. Alicia as the winner of Big Brother has won cash prizes to the value of $650 000 and she would like to know how to invest her money. As her financial advisor she has asked you to give her advices about how she should use the money on different investing options.
Investor Profile:
Alicia’s short term goal is to get exposure to the property market. Her long term goals is to build wealth with an overall portfolio performance better then “cash” returns, to allow her to retire comfortably. She also said that out of all her money, Alicia would like to keep at least ˝ of her money in “safe” investments. Other than that she is happy to accept higher level of risks on the remaining sum of money.
Portfolio recommendations:
After careful recommendations I have decide to recommence Alicia to invest in different investments and how much she should invest in them.
Cash management account – eight thousand dollars ($8000)
Bank term deposit – eighty thousand dollars ($80,000)
Company debentures – fifty thousand dollars ($50,000)
Shares – one hundred and fifty thousand dollars ($150,000)
Managed funds – sixty two thousand dollars ($62,000)
Superannuation funds – fifty thousand dollars ($50,000)
3 bedroom house – two hundred and fifty thousand dollars ($250,000)
Total: six hundred and fifty thousand ($650,000)
If Alicia decides to use this recommendation she would be getting approximately an average of 12% return per year, which equals to about $78,100.
Advantages and Disadvantages of recommended investments:
Completed
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Justification:
Not Completed, i really need help. I need to write about these thing here:
1. Why was each investment type chosen?
2. How will each provide benefits?
3. Provide reasons and back it up with examples from the scenario
4. What life events might occur in future, that should be considered?
5. How they cna be useful?
Conclusion:
Need help
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Thanks your help is much appreciated.
![[Help-Investment]Alicia's Investment Portfolio](http://www.businessforum.net/iconimages/business-chat/help-investment-alicias-investment-portfolio_ltr.gif)
08-29-2007, 02:30 AM
[Help-Investment]Alicia's Investment Portfolio
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