1. Provide the four selected investment categories for the client's portfolio and the associated percentage allocations for each category relative to the entire portfolio. Discuss your diversification strategy.
2. Evaluate the risks and potential returns for each of the four investment categories that you chose to include in the client's portfolio. Explain why the relationship between risk and reward for each category is appropriate for your client.
3. Distinguish the advantages and disadvantages for each of the three investments options that you chose not to include in the client's portfolio. Explain why each category of investment was not the best choice for your client.
4. Examine how current and projected future economic conditions affected your selections for the portfolio. Discuss at least three specific, relevant economic factors.
5. Assess the impact of US and international regulation on investment decisions and portfolio management. Provide at least three examples of regulatory influences.
6. Choose two specific publicly-traded companies that you might consider including in the common stock portion of the investment portfolio. For these two companies, you will perform a detailed investment analysis. You will evaluate each company's price ratios, profitability ratios, financial condition, investment returns, and management efficiency indicators as they compare with the industry and S&P averages.