How you modify your portfolio to make it consistent with your goals, objectives, constraints and preference; and your final portfolio (including asset allocation)
Portfolio Report:
➢ The report needs to include :
(1) your goals, objectives, constraints and preferences;
(2) how you modify your portfolio to make it consistent with your goals, objectives, constraints and preference; and your final portfolio (including asset allocation)
(3) your portfolio performance evaluation.
• Don’t forget accrued interest on bonds
• Table 22-1, 22-2 as reference
➢ The report should be double spaced and no more than five pages.
➢ You may use two tables and two graphs in the five-page report. All other data and graphs should be in the appendix
How you modify your portfolio to make it consistent with your goals, objectives, constraints and preference; and your final portfolio (including asset allocation)
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