Write a professional investment proposal to a prospective
investor:
1. Describe the suggested share portfolio (it can be either
investing directly in the shares chosen, or through a mutual fund,
an index fund, or an ETF)
2. If the chosen portfolio is not a complete index, justify why
it has been chosen relative to a complete index
3. Write the expected return and describe the main risks of the
chosen portfolio according to your views
4. Justify the recommendation of the conveying vehicle:
investing in the chosen shares directly, or through an investment
fund (mutual fund, index fund, ETF). Explain the rationale of your
choice.
A pdf file containing
Description of the chosen portfolio/index
Past data of the chosen portfolio/index: past returns and
volatility of the last three years
Expected return of the chosen portfolio: justify your
statements.
Gross returns versus Net returns. Show the expected gross
returns and net returns once commissions and/or the overall Expense
Ratio have been deducted
Write a professional investment proposal to a prospective investor: 1. Describe the suggested share portfolio (it can be
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answerhappygod
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Write a professional investment proposal to a prospective investor: 1. Describe the suggested share portfolio (it can be
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