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Group 5 STATMA B

Group 5 STATMA B. Goal. Making return as high as possible in this three-month game, but also considering steadiness. Before investing. Objectives. Return requirement: Variable, ultimate goal is to beat the market Risk tolerance: Variable, depending on the return we have .

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Group 5 STATMA B

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  1. Group 5 STATMAB

  2. Goal Making return as high as possible in this three-month game, but also considering steadiness

  3. Before investing Objectives Return requirement: Variable, ultimate goal is to beat the market Risk tolerance: Variable, depending on the return we have

  4. Initial asset allocation decision Cash Investment U.S 75% Taiwan 25% Bonds Stocks Stocks 50% 50% 100%

  5. The following asset allocation decision We will A. set stage return goals B. review our investment every day C. change our portfolio roughly every week unless emergency happens

  6. Thanks for your listening 18, March ,2014

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