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In: Finance

Your assignment is to develop an investment portfolio of common stocks and mutual funds for a...

Your assignment is to develop an investment portfolio of common stocks and mutual funds for a person of your age (32) and current life situation(unemployed student) You are required to select 5 individual stocks and 5 mutual funds. You must justify your selections by doing some research and indicating why you chose the stocks and mutual funds in your portfolio. You will need to put a hypothetical $10,000 into each stock and each mutual fund. You will be tracking the price changes of your selected stocks and mutual funds for the next three weeks

Solutions

Expert Solution

I am from india and according to question i am 32 years unemployed because of this i will choose stocks which are less risky and high potetial

stocks chosen are as follows-

Hdfc bank - no. 1 banking share in india in terms of market cap and consistent return

TCS- No.1 IT firm in india based on market cap and provides hedge toportfolio

HUL- no.1 FMCG goods company in india ever increasing sales volume and least impact of covid-19

Reliance- a diversified compay introducing so many FDI and very good returns recently

Airtel- telecom major having good cash flows

mutual funds options are given as below

sbi bluechip fund- old and consistent returns provides capital safety

axis midcap fund- focuses on growing and potential stocks

aditya birla small cap fund- looks to create alpha by maximising returns

pnb metlife smart platinum flexicap- creates a pool of diversified investments to create returns

sbi hybrid fund- uses all the types of money market instrumentes for investment


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