Analyze the investment portfolio below. Then, answer the questions using complete sentences.

A: Evaluate the diversity of this portfolio. Explain, using complete sentences, if this portfolio is not diverse, minimally diverse, somewhat diverse, or extremely diverse. Why? (3 points)


B: Describe the risk factor of this portfolio. Is this an aggressive, conservative, or moderate portfolio? How do you know? (3 points)


C: Describe an individual who might carry this type of portfolio. Include information about age, occupation, and investment goals (4 points).

Q&A Education