Answer & Explanation:Assignment
Part 1
Identify your
Investor Profile
1. Complete the Investor Profile Questionnaire.
2. Calculate the results of the Questionnaire. Include the
subtotals and results from the questionnaire in the Assignment. From the
results, identify the type of Conventional investor you are. I fall in Moderate and long term term
horizon. Identify which number of the 9 box square the questionnaire results
select for you. My box is 6. I will
send more information about box 6 on attachment. Consider whether you
agree with the results or you would adjust the results.
3. Look at the four Value investor types (sustainable
activist, positive, negative or conventional). Decide which best describes you.
The
best describes me is Positive.
Submit one to two typed paragraphs explaining what
type of investor you are. Include your Investor Questionnaire calculated
results in the paragraph as supportive data. In the paragraph(s) state whether
you agree or disagree with the questionnaire results. Explain. If you disagree how
would you adjust the results? (For example, you may feel you want to be more
aggressive or more conservative than the results predict.) Explain your adjustment if you make one. Include
in the paragraph(s) the type of value investor you are and explain how you
reached this conclusion.
Part 2 Asset
Allocation Decision
From the number (1-9) assigned (or adjusted by you) to your
investor type, create a table that lists the Broad Asset Allocation Categories
(Cash, Bonds and Stocks) and the subcategories that would be included in this
type of portfolio. Include the % that corresponds to each category.
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