Portfolio for Individual #1

• Client: Frugal Tim “I am hoping that your

• Portfolio Composition suggested investment portfolio
% would generate sufficient
Asset Class Rationale
invested returns so that I never run out
As domestic equities have outperformed the market lets the
of money at the beaches of
Domestic Equities 15% Mauritius!”
compounding happens on the money

As many emerging economies are emerging so rewardshould

be higher as compare to the risk b
Overseas Equities 5%

this will help you to keep up with the expenses

Fixed-Income Nominal Bonds 35%

this will help you to keep up with the expenses

Inflation-Linked Bonds 40%

 
Real Estate 5%

 
Cash and Cash Equivalent 0%

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 50% As your goals are long term so the asset allocation of 50% in return every year until I retire!”
equity is an ideal advice
Overseas Equities 15% Investing the same into the growing economies like India

Fixed Income Nominal 5%

Bonds
Inflation Linked Bonds 15%

Real Estate 10%

Cash and Cash equivalent 5%

Total 100%