Part II: Build a Portfolio
You will work to design an investment strategy for the scenario above.
Guidelines:
1. You can use any combination of stocks, bonds, index funds, mutual funds, or even investment ideas you didnt
learn about in class (e.g. REIT) . Although, you must include at least one stock, one bond (may be a bond fund),
index fund, and one Mutual Fund or ETF. You must include the ticker symbol on the chart for each individual
investment.
2. Your strategy should demonstrate smart investing concepts you learned about in this unit. For example, you
should not invest your entire $350/month in Nike shares, as youve been explicitly advised NOT to do that.
3. You can (pretend) use an online broker account, hire a financial advisor, or something else to execute your
investing.
Last Completed Projects
| topic title | academic level | Writer | delivered |
|---|