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Assume you have inherited $100,000 and you want to invest it for a 30-year duration....

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Finance

Assume you have inherited $100,000 and you want to invest it for a 30-year duration. Your desire is let the funds grow over an entire 30-year period, but you want to create the investment with 3 distinct 10-year phases. The first phase has the greatest risk tolerance. The second phase has a moderate risk tolerance. The third phase has a conservative risk tolerance. Please provide me an allocation of investment assets breakdown for the thirty year time horizon in the 3 distinct phases. Some considerations to contemplate as you build your portfolio:
Explain your diversification strategy in each phase that will create the desired risk tolerances for the phases.
Quantify what you expect your average rate of return to be in each of the 3 phases.
Project the average rate of return for the entire 30-years.
Provide as much detail as to the types of investments you would select and why.
Explain how often you would check the performance of the portfolio and what benchmarks you should achieve.
What would trigger a rebalancing of the portfolio during the investment periods.
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