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March 2, 2021
Research paper.
March 2, 2021

Investing Project-Paper

This is due 11/28 at 11 AM

 

Term paper/project for investing.

The guidelines are all listed on the attached.

The highlighted portion has to be part of the paper/ portfolio since its been an ongoing class discussion.

7 pages (see details)

These are things that must be a part of the term paper and the way it is being set up:

 

The way I want the portfolio broken up is

 

US Stocks            55%

 

International Stocks        15%

 

Bonds   20%

 

Cash      10%

 

THERE ARE CERTAIN STOCKS I MUST HAVE (SINCE I HAVE BEEN SUBMITTING THESE THROUGHOUT THE SEMESTER —-

 

MCDONALD’S, GENERAL ELECTRIC, COCA-COLA (since it’s a US based company with International exposure)

 

Also since for the mutual funds or the fixed income component of the portfolio are professionally managed use FIDELITY INVESMENTS as that manager.

 
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