Investment Portfolio Check-In
In the Week 2 – Assignment, you provided a high-level analysis of your current investment situation and overall goals. You also identified at least two types of investments you want to consider as part of your Investment Portfolio (e.g., stocks, bonds, mutual funds, real estate, etc.). This journal assignment will help you complete your Investment Portfolio assignment due in Week 4 and the final presentation due in Week 5.
Prior to attempting this journal assignment,
Review the Week 4 – Assignment.
Review the Week 5 – Final Presentation.
In your journal,
Explain the progress you are making toward completing the Investment Portfolio paper that is due in Week 4.
Explain what stocks, bonds, mutual funds, or other investment types you might incorporate into your overall portfolio.
Discuss any questions or concerns you have about the Week 4 or Week 5 assignments.
The Investment Portfolio Check-In journal
Must be 200 to 300 words in length.
APA formatting, a title page, and reference pages are not required for this journal assignment.
Review the Week 4 – Assignment.
Investment Portfolio Paper
For this assignment, you will be creating an investment portfolio allocating $100,000 in funds you won in a hypothetical lottery (see the scenario below). An investment portfolio is a collection of assets and can include investments like stocks, bonds, mutual funds, and exchange-traded funds. Two of the most important things to consider when creating a portfolio are your diversification strategy and personal risk tolerance.
For this week’s assignment, you will be further developing your investment portfolio that you started in Week 2. You will also need to create and include a graphic (e.g., table, chart) that illustrates your dollar or percent allocation of the $100,000 investment funds.
Scenario: Imagine you have just won $100,000 in a lottery. You want to invest this money wisely so it can grow over time and help you achieve your overall investment goals.
Prior to beginning work on this assignment,
Read Chapter 13 of your textbook and consider reviewing the chapters covered in the previous weeks of this course.
Review your Week 2 Assignment and any instructor feedback given on that assignment.
Read How to Build an Investment PortfolioLinks to an external site..
Create a graphic (e.g., pie chart, table) that illustrates your dollar or percent allocation of investment funds. For help creating and inserting this graphic into your paper, consider reviewing these resources:
Present Data in a ChartLinks to an external site.
Add a Chart to Your Document in WordLinks to an external site.
In your paper, include:
Financial Situation and Goals
Describe your current financial situation at a high level.
Consider discussing your current and future income potential, current debt, current investments, and anything else significant that can impact your investment strategy.
Review what you submitted for your Week 2 Assignment and incorporate any instructor feedback provided.
Create at least two investment goals for yourself that are SMART (specific, measurable, attainable, realistic, and time-bound).
Review what you submitted for your Week 2 Assignment and incorporate any instructor feedback provided.
Investment Types and Rationale
Identify at least three major types of investments you would invest in that align with your goals.
Explain your rationale for why you chose those three specific investment types, including how it aligns with your SMART goals or how it supports your overall diversification strategy.
Investment Allocation
Explain how you would allocate the $100,000 to invest in the three investment types (e.g., $50,000 to several stocks, $40,000 to bonds, and $10,000 to mutual funds).
Include a graphic (e.g., pie chart, table, etc.) that illustrates your dollar or percent allocation of investment funds.
Financial Returns and Risks
Discuss what financial return you estimate the investment portfolio to deliver 5 years from now using data and calculations. In other words, how much will the portfolio be worth 5 years from now?
Be sure to show and . Links to an external site.
Explain two key assumptions you used to arrive at the estimated financial return 5 years from now.
Consider using historical or forecasted data to support the estimated amount.
Discuss one potential risk to your overall portfolio to achieve your desired return.
Portfolio Monitoring
Explain the importance of monitoring your investment portfolio routinely.
Tip: Consider using the bold headings above as level headings to help organize your paper. For help with level headings, review the “Level Heading” section on the APA Style ElementsLinks to an external site. guide.
The Investment Portfolio paper
Must be six to eight double-spaced pages in length (not including title and references pages) and formatted according to APA StyleLinks to an external site. as outlined in the Writing Center’s APA Formatting for Microsoft WordLinks to an external site.
Must include a separate title page with the following:
Title of paper in bold font
Space should appear between the title and the rest of the information on the title page.
Student’s name
Name of institution (The University of Arizona Global Campus)
Course name and number
Instructor’s name
Due date
Must include one graphic (e.g., table or chart). For help with including this figures, review the Tables, Images, & AppendicesLinks to an external site.
Must utilize academic voice. See the Academic VoiceLinks to an external site. resource for additional guidance.
Must use at least two scholarly, peer-reviewed or credible sources in addition to the course text. Wikipedia and Investopedia are examples of sources that are NOT acceptable for this assignment.
The Scholarly, Peer-Reviewed, and Other Credible SourcesLinks to an external site. table offers additional guidance on appropriate source types. If you have questions about whether a specific source is appropriate for this assignment, please contact your instructor. Your instructor has the final say about the appropriateness of a specific source.
To assist you in completing the research required for this assignment, view the Quick and Easy Library ResearchLinks to an external site. tutorial, which introduces the University of Arizona Global Campus Library and the research process, and provides some library search tips.
Must document any information used from sources in APA Style as outlined in the Writing Center’s APA: Citing Within Your PaperLinks to an external site.
Must include a separate references page that is formatted according to APA Style as outlined in the Writing Center. See the APA: Formatting Your References ListLinks to an external site. resource in the Writing Center for specifications.
Review the Week 5 – Final Presentation.
Investment Portfolio Presentation
This week, you will be creating an eight- to 10-slide PowerPoint presentation based on your Week 4 Investment Portfolio assignment. This presentation should address the main components of your investment portfolio as if you are presenting it to a trusted friend or relative to get their opinion, perspective, and input. It should be based on the following hypothetical scenario:
Scenario: Imagine you have just won $100,000 in a lottery. You want to invest this money wisely so it can grow over time and help you achieve your overall investment goals.
In addition to creating your eight to 10 slides, you must also include slide notes (also called Speaker Notes). For each slide, your slide notes should contain a minimum of 100 to 200 words describing and expanding information on that slide. For help with your slide notes, review this guide Add Speaker Notes to Your SlidesLinks to an external site..
Your presentation must also include at least two graphics (e.g., charts, trend line, tables) to illustrate your key points and make the presentation look professional. Once you have created your presentation, you will also need to save it as a PDF file with your slide notes visible and submit it to Waypoint.
Prior to beginning your presentation,
Review your Week 4 Assignment submission and any feedback provided.
Review Use Charts and Graphs in your PresentationLinks to an external site..
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.
Discuss your three major types of investments and your rationale for why you chose those three specific investments types.
Explain how you would allocate the $100,000 to invest in the three investment types.
Include two graphics that illustrate your dollar or percent allocation of investment funds or that visually support your investment portfolio.
Discuss what financial return you estimate the investment portfolio to deliver 5 years from now.
Explain two key assumptions you used to arrive at the estimated financial return 5 years from now.
Discuss one potential risk to your overall portfolio.
Describe your plan for monitoring your investment portfolio routinely.
Remember: Add at least 100 to 200 words of explanation to the Speaker Notes section of each slide. Be sure to include at least two graphics.
The Investment Portfolio Presentation
Must be eight to 10 slides in length (not including title and references slides) and formatted according to APA StyleLinks to an external site. as outlined in the Writing Center’s How to Make a PowerPoint PresentationLinks to an external site.
Must include a separate title slide with the following:
Title of presentation in bold font
Space should appear between the title and the rest of the information on the title page.
Student’s name
Name of institution (The University of Arizona Global Campus)
Course name and number
Instructor’s name
Due date
Must include at least two graphics (e.g., tables, charts, trend lines).
Must use at least two credible sources in addition to the course text.
The Scholarly, Peer-Reviewed, and Other Credible SourcesLinks to an external site. table offers additional guidance on appropriate source types. If you have questions about whether a specific source is appropriate for this assignment, please contact your instructor. Your instructor has the final say about the appropriateness of a specific source.
To assist you in completing the research required for this assignment, view the Quick and Easy Library ResearchLinks to an external site. tutorial, which introduces the University of Arizona Global Campus Library and the research process, and provides some library search tips.
Must document any information used from sources in APA Style as outlined in the Writing Center’s APA: Citing Within Your PaperLinks to an external site.
Must include a separate references slide that is formatted according to APA Style as outlined in the Writing Center. See the APA: Formatting Your References ListLinks to an external site. resource in the Writing Center for specifications.
Must be submitted to Waypoint as a PDF with the speaker notes visible.
