If you're given $10,000 to choose two investment plan.startingon any date between Jan 21 - Feb 1. You may pick any investmentinstruments you wish including GICs, stocks (equities), bonds,mutual funds, gold, foreign exchange futures, keeping the fundsunder your mattress, or any other legitimate investment as long asthere are at least TWO different types. In other words, don't pick2 stocks, 2 mutual funds, or 2 GICs. If you wish, you may also"buy" and "sell" during the period to change what investments youhold, but if you do, assume a $10 transaction fee and include thedetail. This is a learning exercise, so grading is based on whatyou think happened and what you learned. You are NOT being gradedon whether your investments made or lost money, rather on what youlearned in the process. What will be your two investment plan ?
If you wish, you may also "buy" and "sell" during the period tochange what investments you hold, but if you do, assume a $10transaction fee and include the detail.
1. What is your investing objective?
2. List your original investments, amount and date "bought", andyour reasons as to why each was chosen.
3. Value of investments on March 25.
4. How did your investments perform against your expectationsand why do you think that happened?
If you're given $10,000 to choose two investment plan.startingon any date between Jan 21 - Feb 1. You may pick any investmentinstruments you wish including GICs, stocks (equities), bonds,mutual funds, gold, foreign exchange futures, keeping the fundsunder your mattress, or any other legitimate investment as long asthere are at least TWO different types. In other words, don't pick2 stocks, 2 mutual funds, or 2 GICs. If you wish, you may also"buy" and "sell" during the period to change what investments youhold, but if you do, assume a $10 transaction fee and include thedetail. This is a learning exercise, so grading is based on whatyou think happened and what you learned. You are NOT being gradedon whether your investments made or lost money, rather on what youlearned in the process. What will be your two investment plan ?
If you wish, you may also "buy" and "sell" during the period tochange what investments you hold, but if you do, assume a $10transaction fee and include the detail.
1. What is your investing objective?
2. List your original investments, amount and date "bought", andyour reasons as to why each was chosen.
3. Value of investments on March 25.
4. How did your investments perform against your expectationsand why do you think that happened?
