Questions on Advanced Algebra
4/14/2014
Advanced Algebra
[print page]
Option 1: Completed Independently
You are an investment broker who has been asked to create a diverse investment portfolio for a new client. Before investing your client's
$5,000 in a variety of stocks, bonds, and cash equivalents that will make up the portfolio, you must first get to know your client.
Part I: Client Profile
Create a fictional client for whom you will create an investment portfolio. You must provide the client's name age occupation family situation (i.e., single, married, single with children, or married with children) investment goals
Part II: Diversified Portfolio
1. Using the tabs below and the information contained within, choose five investments. The collection of investments may include stocks, bonds, and/or cash equivalents. You have $5,000 to invest. For any stocks you purchase, you will choose the number of shares. For each stock you choose, send your instructor the type of stock/company number of shares purchased (Note: You will make up this number.) price per share initial investment in each stock (Hint: Multiply the number of shares purchased by the price per share.)
For any bonds you choose, send your instructor the type of bond interest rate bond value bond price
For any cash equivalents you choose, send your instructor the type of account interest rate compounding frequency principle amount invested
Reminder: You are investing a total of $5,000. So, be sure the total amount of your investments (stocks, bonds, and/or cash equivalents) equals $5,000.
There will be three clickable images revealing corresponding tab content below.
Select each Tab to learn more.
http://learn.flvs.net/webdav/educator_advalgebra_v10/module/module05/05_06_9a_a1.htm
1/3
4/14/2014
Advanced Algebra
Text Version
2. Describe, using complete sentences, the portfolio you have designed. Is it an aggressive, conservative, or moderately risky portfolio?
Why?
Note: When
Advanced Algebra
[print page]
Option 1: Completed Independently
You are an investment broker who has been asked to create a diverse investment portfolio for a new client. Before investing your client's
$5,000 in a variety of stocks, bonds, and cash equivalents that will make up the portfolio, you must first get to know your client.
Part I: Client Profile
Create a fictional client for whom you will create an investment portfolio. You must provide the client's name age occupation family situation (i.e., single, married, single with children, or married with children) investment goals
Part II: Diversified Portfolio
1. Using the tabs below and the information contained within, choose five investments. The collection of investments may include stocks, bonds, and/or cash equivalents. You have $5,000 to invest. For any stocks you purchase, you will choose the number of shares. For each stock you choose, send your instructor the type of stock/company number of shares purchased (Note: You will make up this number.) price per share initial investment in each stock (Hint: Multiply the number of shares purchased by the price per share.)
For any bonds you choose, send your instructor the type of bond interest rate bond value bond price
For any cash equivalents you choose, send your instructor the type of account interest rate compounding frequency principle amount invested
Reminder: You are investing a total of $5,000. So, be sure the total amount of your investments (stocks, bonds, and/or cash equivalents) equals $5,000.
There will be three clickable images revealing corresponding tab content below.
Select each Tab to learn more.
http://learn.flvs.net/webdav/educator_advalgebra_v10/module/module05/05_06_9a_a1.htm
1/3
4/14/2014
Advanced Algebra
Text Version
2. Describe, using complete sentences, the portfolio you have designed. Is it an aggressive, conservative, or moderately risky portfolio?
Why?
Note: When