1: select a specific asset mix for 2009 that will generate an expected 7% return and the cash flows required
2: select specific securities in 2009 using the asset mix to achieve the 7% return considering accumulation needs.
3:how did these securities preform in 2009 through 2013. Calculate the investment income and growth you achieved.
4:what is the risk level of the portfolio you picked. Is it suitable for the client?
5: What would you change in the spending years to provide liquidity? What is the new asset mix then?
What three investment lessons did you learn?
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