Jua Juan Carlos

Satisfactory Essays
Juan Carlos age 25, has a profession of CHP officer, he is making a good amount of money. With this sum of cash, he is going to be using it for investments, housing, and retirement. This provides an adequate living situation for him in the city of Anaheim, California. He is renting an apartment. Which is not too bad, leaving him room for activities he likes to do. These activities consist of sports like soccer, boxing, and golf.

Juan Carlos has goals and milestones which he would like to reach and achieve in his life. One goal would be to get married and started a family within the next 5 to 7 years. Juan wants to get a gym membership at a local gym within the next three months to lose a few pounds and to stay in shape for his health and his work. Juan's big goal is to purchase a house within the next three years, and to accomplish this he has been saving money every month for a down payment, Juan's primary goal is to pay off all his debt which is a total of $5,600 in the next several years.
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He currently has $1,500 invested in blue chip stocks such as Apple, Cabelas, Nike, Snapchat, and Adidas. The reason Juan invested in blue chip stocks is that they are known companies, and he is trying to gain a better understanding of the stock market. As you may have noticed Juan has small amounts of money invested into the stock market but has safely diversified his money by investing in electronics, shoes, and sporting goods. Juan's second investment is in Bonds, and CD’s these are both safe ways to make money, and Juan has just recently started investing in different types of financial products, and this is why Juan is weary and has low amounts of money invested into financial markets. In Juan's investments, make him a moderate investor as he doesn't want to lose much of his principal

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