You have spent a semester learning about investment theory. You have also gained practical knowledge...
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You have spent a semester learning about investment theory. You have also gained practical knowledge as you traded shares on a NYSE simulation both individually and in a group. Your cousin, who is 40 years old and hopes to retire at the age of 65, has asked you to create an investment portfolio for her retirement.
a) Which factors would you consider before creating a portfolio for your cousin?
b) What questions would you ask your cousin before creating the portfolio?
c) Now, describe the portfolio you will create for your cousin. Be very, very specific. Use the knowledge you have gained over the last three months in this course to answer this question.
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