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Portfolio diversification

Detailed Summary. Provide a detailed summary to demonstrate an understanding of the concept being researched. Use the textbook, as well as other credible, professional sources to enhance and express your knowledge of the subject area (2-4 pages).

Literature Review. Use the University library to review professional publications and locate articles that relate to your topic. These articles should be published in journals that are utilized by financial planning professionals. Do not cite sources such as Wikipedia, Investopedia or general websites in your review of the literature. The CSU-Global library is a good place to do research.

Only professional sources (i.e., journals from the library) should be used. Please consult with your instructor or the CSU-Global librarian if you are unsure what qualifies as a professional source. You should include 5-7 articles and within your review compare, contrast and synthesize the points presented within the articles to reach a conclusion on how professionals feel on the issue being researched (2-4 pages).

Case Study. Using yourself, a relative, or a fictitious client that you may work with at some point, create a basic case study to illustrate how your concept would be applied in an actual financial planning investment decision (2-4 pages).

Include both a title and references page (not counted in the 7-10 page length). Your paper may be longer than 10 pages if necessary to illustrate points intended and must be in a Word document.

Calculations are not required for this assignment. If you wish to include calculations to illustrate your points, include them in a table within your paper and be sure to submit only one document to be graded in response to this assignment. Your references and your paper must be formatted in accordance with CSU-Global Guide to Writing and APA. Examine the Portfolio Project grading rubric for this assignment, found in the Module 8 folder, to see how you will be graded.

Portfolio Project Note: The Portfolio calls for a Case Study.

You should pick a client and tell a story. The investor’s age, horizon and risk tolerance can have extensive implications which is why these should be detailed. A Case Study involves setting up a hypothetical situation of a specific individual, the problem he has and a specific solution. Set the scene: give background information, relevant facts, and the most important issues. Who is the client and what do they do? What were the client’s goals? What were the customer’s needs? How did you satisfy those needs and help the customer meet his goals?

use same sources you did on the paper

Last Updated on January 19, 2018

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