1) Finish constructing your Investment Policy Statement and submit it under the Assignments tab. You need to start with a description of your client, including items such as life status (age, marital status, children, etc), current financial status, time horizon, their goals/objectives including expected return, their constraints such as income/liquidity needs and risk tolerance. I will allow you to revise this when it is reposted at the end of Week 7 as part of the final paper.
**I’ve attached the example of the IPS document – it is lised as “IPS EXAMPLE”. I know you worked on this for Week 1, which now you are just freshening it up a bit, so I can turn in my final draft.
2) Select your first investments for your portfolio. You need to select 10 individual stocks, 3 mutual funds, and 2 ETFs.
**See ORIGINAL post for any extra documents/attachments you may need.
***Here are a couple of hints for the portfolio asset purchases:
1. The portfolio should consist of taxable assets (individual stocks, mutual funds, bonds, options and futures). The portfolio will not be within a tax-deferred account such as an IRA.
2. You can find free stock and bond screeners to help you with your picks. You can try Fidelity for a user friendly app on stock, and https://screener.finance.yahoo.com/bonds.html will help you screen for bonds.
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