Portfolio Game

Investment Portfolio? I'm doing a project for an AP economics class that has to do with creating a financial investment portfolio that may include stocks, mutual funds, corporate bonds, government securities, certificates of deposits and money market accounts. I've assessed the risk for each of the following and have a general idea of what might need to be done, but does anyone else have input for these clients? 1) Client A has $25,000 to invest over a 10 year period. She wants to make money to pay for tuition when her children begin college. Her two children have just started school. She wants to find investments that will generate returns greater than the money market 2) Client B is 15 years old and has been given a gift of $10,000 to start an investment account to build toward the future. 3) Client C has $100,000 and is 50 years old and wants to retire at age 65. He is a teacher in New York State. Any input on any or all of the above would be really really appreciated! Thanks in advance!

What percentage of my investment portfolio should be high risk investments? I'm 29. What percentage of my investment portfolio should be high risk investments? When do I begin to move these to more conservative investments?

How do I start building an investment portfolio? I'm brand new to investing and I've been reading some of the articles on Investopedia, but I could use a little more guidance. What is the best way to begin putting together an investment portfolio? Should I just start buying stocks or should I immediately think about diversification and mix it up a bit? Any help would be greatly appreciated, and I'd be really happy if you could link to some further reading. Thanks!

How do you think this will affect an investment portfolio? Suppose that you have a client whose investment portfolio you have been managing for the past five years. Suppose further that this client believes that the equity market will increase this year and wants to re-allocate his fixed-income investments to the equity allocation. If you decrease his bond allocation and increase his stock allocation, how will this affect the expected return and the standard deviation of the portfolio?

How do risk-tolerance level and investment objectives influence the make up of an investment portfolio? Can you please give me a few examples, so I can understand this investment portfolio thing a little better. Thank you for your help!

What is the concept of an investment portfolio? And also why is a balanced investment portfolio advisable? Thanks.

What's stopping other traders from simply copying the same portfolio investment strategies as the "Big Names"? For instance, why couldn't someone just visit a site like this: http://www.gurufocus.com/holdings.php (which follows the investment portfolio of arguably the most famous and successful trader known today, Warren Buffett) Couldn't they then simply ask their stockbroker for the same stocks, but in amounts they can afford?

In how many ways can an investor select three mutual funds for his investment portfolio from a recommended lis? In how many ways can an investor select three mutual funds for his investment portfolio from a recommended list of ten mutual funds?

Suppose the mean rate on the common stock in a large investment portfolio was 12% last year. If the rate ? Suppose the mean rate on the common stock in a large investment portfolio was 12% last year. If the rate of returns of the stocks within the portfolio are approximately normally distributed and a rate of 15% represents the 80th percentile, what is the approximate standard deviation of the rates of returnn in the portfolio?

If you are to make an investment portfolio, what would you consider? What would you consider when deciding whether to include the shares of some companies into your investment portfolio? What kind of factors should i take into account? Gearing ratio? or return on equity? Please let me know as many useful factors as possible from the most important one with simple explain that why I should consider. No matter how long i read news paper, i don't know which factors i should take into account. Thank you very much for reading and I am looking forward to having helpful answers from you!

describe the difference between foreign direct investment and foreign portfolio investment.? who is more likely to engage in foreign direct investment- a corporation or an individual investor? who is more likely to engage in foreign portfolio investment?

Which online investment portfolio i can start with $50 and earn high returns in 30days being? I want an online investment, the one that is free fraudster.

What information should I include in my investment portfolio? I have to write a portfolio for my finance class and my teacher didn't really tell us what information should be included in the portfolio. I decided to invest in chevron, mentor corp, j&j, hpq, and some others. what should i talk about besides how the stocks did? please help. its due in 3 hrs

Just as you would diversify your investment portfolio should you diversify you financial advisors? Is it better to have one financial advisor investing all of you money or several financial advisors each with a part of your portfolio? If you have one advisor you can get a break on fees. Also (s)he knows about all of your investments and can do a better job diversifying your investments. Any input?

Are these four ETFs a good investment portfolio in your opinion? GXC, IJR, SPY, TAN. What grade would you give this portfolio, A, B, C, D or F and why?

Is there a free website where I can list my entire investment portfolio, and compare it to "the market"? I already know where I can compare individual mutual funds to the top 3 indices (S&P, Dow, Nasdaq). Where can I see how my ENTIRE portfolio AS A WHOLE has performed over a particular period of time, and compare it to how either the three indices, or "the market" (whatever people mean by "the market") has performed during that period?

As a twenty-one year old, what's the best way to start an investment portfolio with $1000? There's so much conflicting information! Individual stocks? Mutual funds? Bonds? How can you start when you're young with not a lot of money for an initial investment but lots of time to grow?

How should I start an investment portfolio? I just started a new job and being unemployed for the time I was has drained my savings.What's the best way to rebuild for my 6 year old son's and my future when I'm a single father and starting over at 33 years old?

What should a good, agressive investment portfolio consist of? What kind of asset allocation is good to diversify. For a couple that can take risk, age 30, and have time to let it grow.

How do I adjust my investment portfolio if experts are predicting a recession? Stocks, mutual funds, bonds, gold, cash, real estate, CD's? Which ones?

Where should I start out with building an investment portfolio? I think mutual funds would be best and safest for me right now. Do you have any other, possibly better suggestions? Is it better and/or cheaper to do it online? Where's a good place to start? I'm looking for low fees, low minimum balances, but good returns. (Of course!) Can you suggest a good, reputable online discount broker to handle the transactions?

How do you begin an investment portfolio? For a total newbie, how should I begin? Do I etrade on my own or do I find a professional? Where do all the rich people get their trading advice?

How do risk-tolerance level and investment objectives influence the make-up of an investment portfolio? I am learning about investing and honestly, I'm not really understanding it. Can you give some examples for my question? Many thanks!

What is an "all weather " investment portfolio? My client said that his broker is offering that type of portfolio, what is it, and what does it entail?

What is a portfolio? How can investors reduce investment risk by constructing an investment portfolio?

Investment Portfolio Recommendations for a 26 year old? I'm 26 years old and just started working on building my portfolio. I'm planning on maxing out my Roth IRA contribution for 2006 and am going to contribute 10-15% of my 2007 paycheck towards my employers 401k plan. For the Roth IRA I'm thinking about investing in NAESX. Is this a good idea or are there others that you would recommend? More importantly, how should I allocate my 401k? Are there specific mutual funds that you would recommend? I want to be pretty aggressive since I probably won't be touching the money for over 30 years but I also want to make sure I stay diversified.

Difference between portfolio investment and direct investment? Help in homework pls? I need help with a question. I don't know what is portfolio and direct investment, therefore, I need your help guys! The example is: Suppose Yamahonda, a Japanese-owned motorcycle manufacturer, builds a production plant in Alabama. This is an example of foreign ______ portfolio/direct_____ investment in the United States.

Interest Rates and Investment Portfolio? I am going to a job interview tomorrow for MetLife, one of the leading insurance companies. After reading some news clips, their CEO recently said something to the effect of "lower interest rates are going to negatively impact the performance of our investment portfolio by up to $125 million in 2009." Please explain how this works.

Conservative investment portfolio for a 75 year old man? After losing 50% of my savings I am concerned about future deterioration. Any suggestions for investing the remaining money? The only income I have is social security, I need additional money monthly from the savings.

Can a person be too diversified in their investment portfolio? If a person has several different kinds of investments like stocks, bonds, mutual funds, Roth IRA's and savings makes me wonder if my money is too widespread.

Should one build mutual fund investment portfolio based on return only? Is there anything wrong with the idea of investing in those mutual funds which have given highest return in say last 3/5 years? I do not understand why people worry about selecting diversified equity fund or debt fund; about large cap or mid cap fund. After all what matters is the return, so one should select those funds which have proven track records of better returns than others and select those with maximum returns. Is this idea wrong?

What are some advantages/ disadvantages in investment portfolio diversification? Thanks in advance.

Should I divide my portfolio up and put the parts in different investment firms or banks? I have a portfolio at a big investment firm. The portfolio itself is pretty diversified. So all my eggs are not in one basket. However, is not having the entire portfolio at one investment firm or Bank kind of like having all your eggs in one basket? What if this bank goes down? It's a very well known and reputable investment firm but so was Arthur Anderson and they went down.

Which is the best website to monitor investment portfolio.? I currently use money.cnn.com and finance.yahoo.com. Both are inherently plagued with problems. money.cnn.com is affected with server down problem quite a lot, while Y! finance, like so many other sites allows only long positions and I have quite a lot of shorts in my portfolio. Any suggestions for a website with nice layout and which allows shorts will be highly appreciated. Any additional features to represent options etc would be great though not required.

I took a loss in the lemon futures market. Will this sour my investment portfolio? It has really put a squeeze on my cash flow.

What's a realistic ROI for a diversified investment portfolio? If I was investing in the stock market would a 10% return per year be realistic?

I want to know how the Modern Portfolio Theory can use in Property Investment?What is the disadvantages? How to use for Modern Portfolio Theory in property investment. Reason of use for the Modern Theory Portfolio in Property Investment. Problems and disadvantages when using this Theory. You can give me the sources to let me know more about it.

How can I train my dog to manage my investment portfolio? I saw it done on Dr. Phil.

What do you think about this investment portfolio? What are your thoughts/recommendations/warnings please -- the CHASE financial advisor is presenting me with the idea of investing some of my money in a portfolio consisting of the following: Franklin Adjustable US Govt Secs C JPMorgan Core Bond C JPMorgan High Yield Bond C Templeton Global Bond C

I lost 5% in my entire investment portfolio during the month of June? Do you think it will rebound in July? And, have you had a similar loss? golden sindy, you are scaring me.

How should I build a good investment portfolio ?

Requirement and Route to becoming an investment banker / portfolio manager.? How can i be a investment banker / portfolio manager? What are the requirements? Im currently taking up the course of prof.accountancy ACCA body, i wonder if that is enough to enter into a training program or must i go for CFA as well? Advise needed.

How can my schools investment club develop a portfolio? My school has an investment club were we learn and discuss about stocks and other securities. I believe we should take some action and develop a way to pool donated money together and invest it all under one portfolio the club would manage and then what ever money we gain on our investment can be turned into a scholarship for our school. If donated money was all invested and managed by students what is this actually called. Would we be making somewhat of a mutual fund? or Would our President be the head of managing the pooled money? What exactly am I trying to do?

What are popular sites to track investment portfolio?

Can you actually (easily?) quantify the value added to an investment portfolio by diversifying it? I am hoping to end up with a simple number such as "80 basis points". Of course, if that is not possible then we will take whatever answer is the truth.

mortgage refinancing to increase my investment portfolio? I am in mid twenties and have a house that is fully paid up. The rental income is around 5%/annum. I read a few articles about stocks, and as we all know, this is the best time to invest in stocks. As the return is always higher for stock and they are cheap nowadays. Should I sell my house and go for it? Or refinance the house? Or stay the same?? And of course, I am still optimistic about the stocks in long term. Please advise.

The Big Bull investment club has a portfolio that contains only two stocks? At the end of the year, stock A had gone up 8%, and stock B had gone up 10%. The total portfolio, which had a value of $10,000 at the beginning of the year, went up 9.2%. How much is the investment in stock B?

What are the highest rated portfolio investment managerial services?

Mutual funds portfolio for Aggressive investment with 3 year time horizon? Hello, Any suggestions on what to add to a Mutual funds (preferably no load) portfolio for Aggressive investment with 3 year time horizon? Hypothetical amount would be U$ 20k to allow more options. Sure, suggestions for 5 year time frame then.

Investment Portfolio? I was wondering how old you need to be eligible to open a a portfolio?

What happens to my investment portfolio at an investment bank that changed it's status to holding bank?

How long does the fund manager have to keep a counter after he include in in their investment portfolio?

How to quantify the risk in an investment portfolio?

advise on software to track investment portfolio performance? i am interested in finding out software options to track performance of my investment portfolio. i am interested in knowing what the returns are on my portfolio (including cash) over a given period of time. willing to pay for the right software. thanks! actually neither quicken or money do what i am looking for. i am thinking of a software along the lines of, say, http://www.sironix.com/index.htm i researched some more. Fund manager seems to come close to what i am looking for. Clunky interface. But powerful software -- at least on the face of it.

1.What information is necessary before a financial advisor can build an investment portfolio for his client?

portfolio of a regular investment account for a young investor? I already max my 401k and Roth IRA. I would like to open a regular investment account. I am in my twenties and tolerable to risk. How should I allocate my portfolio based on mutual funds (preferably index funds)? Note: I don't have the the knowledge or time to trade individual stocks.

Is it wise to invest $2000US or more into a long term property investment portfolio?

Where is the best place to get my investment portfolio started? (Scottrade,Etrade,Edward Jones etc)? I'm 22 and want to start investing. I want to go somewhere that does it all: checking, savings, CD's, stocks, bonds, mutual funds, IRA's etc. Everything. Where or who, in your opinion, is the best place to go for all this? I want to have my money in one institution for ease of access. 10 points for best answer!

How can I get investment funds to consider my companies large land tracts for investment in their portfolio's? We have tracts of land by metro areas and water front sites that would be great values for funds that have the ability to hold for 3-5 years and they are sitting on cash and I know some of them are buying raw land as investment but I don't know how to present it or get in front of the right groups... Thank for any comments..

What is "purchasing power parity" and "portfolio investment"? Please give me a somewhat detailed explanation of these terms.

How do I make an investment portfolio?

why is foreign direct investment why is foreign direct investment better than portfolio investment? for example, china encourages foreign direct investment rather than portfolio investment. Is it safer, more long term or...?

Isn't there some kind of company or service that can rate how "green" your investment portfolio is? I heard there was a service or something that rated how environmentally conscious the companies in your investment portfolio are.

how to create a investment portfolio? how to design and launch a investment portfolio , what are the basic parameters and what kind of calculation it involve so that it can attract investors , what will be our charges ??

Which answer is true? The difference between direct investment and portfolio investment is:? 1. with direct investments you know what you are purchasing. 2. portfolio investors take a greater risk 3. direct investors own assets in foreign economy. 4. portfolio investors are provided greater protection against bancruptcy.

A firm might be willing to accept high risk in a given investment if the portfolio effect.........? A firm might be willing to accept high risk in a given investment if the portfolio effect (for the whole firm) were beneficial. TRUE OR FALSE??

A firm might be willing to accept high risk in a given investment if the portfolio effect..? A firm might be willing to accept high risk in a given investment if the portfolio effect (for the whole firm) were beneficial. TRUE OR FALSE??

I have to write an Investment Portfolio,Can someone give me the ideas? If I would save £351.67 a month or £4220.04 per year. Which 5 investments I would make in the UK?And please tell me how much should I put in each month. THX

It is likely that all 3 Candidates have investment portfolio's containing Oil Stocks,Does this bother you? It doesn't bother me ,I am,However, interested in what percentage of their investments are into the Oil industry.Is that information they would be forthcoming with? Momma's Tubby-Stick to pregnancy(Breeding) ,then the grammar won't bother you so much.l.o.l.

Is there a free software to analyze in investment portfolio in terms of risk, etc?

I have about some assets in a portfolio. How do I transfer those assets to another investment firm or bank? I have a portfolio containing stocks, bonds etc. which somehow, back in my childhood - became managed by a certain Investment Bank. Because of various reasons I would like to transfer the assets of in that portfolio to a "house" that is here in my city. How do I initiate this transfer? I don't want to sell any of the stocks or bonds - not yet.

Would you consider including ETFs in your investment portfolio?

Which of the following is an example of U.S. foreign portfolio investment? a. Crystal, a U.S. citizen, buys bonds issued by a corporation in Turkey. b. Randall, a U.S. citizen, opens a cheesecake factory in Italy. c. Both of the above are examples of U.S. portfolio investment. d. None of the above are examples of U.S. portfolio investment.

Have you talked with your investment adviser about your stock portfolio lately? Good things come in small packages the cliché sings out, a self-important chip on its nonexistent shoulder Yes, the banker says, just keep that in mind; he hands me my portfolio walks out of the room and forgets my name I consider for a moment but just a moment, for he as much as told me what to do I lower my pants and leave a “small package” of my own on my favourite ex-banker’s chair. Good things, good thins indeed.

If you are long a portfolio of investment grade corporate bond but want to eliminate your rate exposure? a. Buy an amount of Treasuries that is equal to the duration of your bonds b. Sell an amount of Treasuries that is equal to the duration of your bonds c. Sell an amount of Treasuries that is equal to the face value of your bonds d. Buy an amount of Treasuries that is equal to the face value of your bonds