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Brokerage Account Investment

Suppose you are given $10,000 in a brokerage account (monies that cannot be withdrawn or put into a savings account (including a CD) to invest in three different types of financial investments.
A. Select one of the four portfolios below and identify the percentage you would invest in each.
B. Research specific investments based on the portfolio you selected. Identify each investment you selected and explain why you made those selections (note- there should be at least three symbols in your essay that identify your investments)

Option 1 – stock, mutual fund, bond
Option 2- mutual fund, ETF, Stock
Option 3- Bond, Mutual Fund, ETF
OPTION 4- REIT, ETF, and Mutual Fund

Must cite textbook at minimum BUSN11

 

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