Question

Part 1 (6 points): Evaluate the diversity of this portfolio. Explain, using complete sentences, if this portfolio is not diverse, minimally diverse, somewhat diverse, or extremely diverse. Why?
Part 2 (6 points): Describe the risk factor of this portfolio. Is this an aggressive, conservative, or moderate portfolio? How do you know?
Part 3 (6 points): Describe an individual who might carry this type of portfolio. Include details such as

age
occupation
family situation (single, married, single with children, or married with children)
investment goals

Answer 1

HELP PLEASE

Answer 2

@mathmale do you think you could help me? im having trouble knowing whether or not if its a conservative or aggressive or moderate portfolio

Answer 3

Probably the main reasons you're not getting responses are (1) this is not a math problem, strictly speaking, and (2) it requires several detailed, essay-type answers.

Do you have a textbook for this course? If not, what online learning materials have you? Key words (which you could look up) include "investment diversity" and "risk factors." In the long run it would help you much more to look up these words for yourself and to learn the concepts involved, and perhaps asking for clarification after you'd done that.

I will just introduce what these two terms mean (without being able to or intending to give you a comprehensive explanation):

"investment diversity" has to do with how similar or how diverse your investments are. It's a fact of life that some investments (such as stocks of new companies) are much riskier than are others (such as a certificate of deposit earning less than 1% per year). Sometimes stock investments can earn you very high returns, but in "bad times" can "wipe you out" if your stock "tanks." On the other hand, a dull old CD (certificate of deposit) will plod along giving you a boring but constant, safe return on your investment. If you spread your investment over several different types of investment, you lower the risk that you will either get "wiped out" or be stuck with a really low return on your investment.

"risk factors"

Answer 4

"risk factors" include characteristics of different types of investments as described above. a CD, which carries very low risk for the investor, is considered to be a "conservative" investment. On the other hand, if you were keen on Microsoft really early on and decided to buy lots of Microsoft stock, knowing full well that you could lose all of your money, then your investment choice would have been an "aggressive" one.

Again i urge you to browse through whatever learning materials you may have for more information on these concepts. If all else fails, go to your local library and ask for an up-to-date "consumer education" book that has a section describing investments for beginning investors. Best of luck to you!