In your eight- to 10-slide presentation, include the following:
Describe your current financial situation at a high level.
State your two SMART investment goals. (achieving long-term wealth building and passive income generation while being cost-effective and well-diversified.)
Discuss your three major types of investments and your rationale for why you chose those three specific investments types. (including real estate, stocks, and bonds (through ETFs)
Explain how you would allocate the $100,000 to invest in the three investment types.
Real estate (REITs): 5% per year
ETFs: 7% per year
Stocks: 10% per year
Include two graphics that illustrate your dollar or percent allocation of investment funds or that visually support your investment portfolio. (See week 4 Assignment)
Discuss what financial return you estimate the investment portfolio to deliver 5 years from now. (See week 4 Assignment)
Explain two key assumptions you used to arrive at the estimated financial return 5 years from now.
Sample Solution