Details

The easiest way to think of this is as a personal strategy. Imagine you have a job and you put money into a retirement account every month. You need to come up with a strategy of how you’ll invest that money to achieve your goals. Your strategy should include:

a. Your overall goals

b. The role the different securities discussed in class play in your strategy

c. How your strategy we evolve through time.

d. Which topics discussed in class (market efficiency, behavioral biases, risk vs. return, portfolio theory, risk tolerance, etc.) have the most influence on your strategy. Your strategy should not be a simple regurgitation of materials we’ve covered n class (I know what a mutual fund is). The more specific the better, which means you’re gong to have to make some assumptions. I’m gong to put less into stocks as I get older is not specific, use numbers.

Pages: 3, Single spaced, Sources:2