Scribd Logo
Upload

Welcome to Scribd!

  • Investment Portfolio Template

    Uploaded by

    Sanam T
    71 views2 pages
    This document contains proposed investment portfolios for two clients - Frugal Tim and Spendthrift Elizabeth. Tim's portfolio aims to generate sufficient returns so that his money never runs out in retirement, while Elizabeth unrealistically wants 1,000% annual returns so she can retire early. The document outlines the asset classes and percentage invested for each client's 100% portfolio but does not provide the specific allocations.

    Original Description:

    Copyright

    © © All Rights Reserved

    Available Formats

    PPTX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document contains proposed investment portfolios for two clients - Frugal Tim and Spendthrift Elizabeth. Tim's portfolio aims to generate sufficient returns so that his money never runs out in retirement, while Elizabeth unrealistically wants 1,000% annual returns so she can retire early. The document outlines the asset classes and percentage invested for each client's 100% portfolio but does not provide the specific allocations.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    71 views2 pages

    Investment Portfolio Template

    Uploaded by

    Sanam T
    This document contains proposed investment portfolios for two clients - Frugal Tim and Spendthrift Elizabeth. Tim's portfolio aims to generate sufficient returns so that his money never runs out in retirement, while Elizabeth unrealistically wants 1,000% annual returns so she can retire early. The document outlines the asset classes and percentage invested for each client's 100% portfolio but does not provide the specific allocations.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Portfolio for Individual #1

    • Client: Frugal Tim “I am hoping that your


    • Portfolio Composition suggested investment portfolio
    would generate sufficient
    Asset Class % invested Rationale
    returns so that I never run out
    Domestic Equities of money at the beaches of
    Overseas Equities Mauritius!”

    Fixed-Income Nominal
    Bonds
    Inflation-Linked Bonds

    Real Estate

    Cash and Cash Equivalent

    Total 100%
    Portfolio for Individual #2

    • Client: Spendthrift Elizabeth


    “I am hoping that your
    • Portfolio Composition suggested investment portfolio
    Asset Class % invested Rationale would generate 1,000% annual
    Domestic Equities return every year until I retire!”
    Overseas Equities

    Fixed Income Nominal


    Bonds
    Inflation Linked Bonds

    Real Estate

    Cash and Cash equivalent

    Total 100%

    You might also like