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Investment Portfolio WS

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Investment Portfolio Worksheet

Name: _________________________

 

Investment Portfolio Worksheet

 

What are your financial goals? (list out your top three (3))

 

  1. ____________________________________________

 

  1. ____________________________________________

 

  1. ____________________________________________

 

 

Your Risk Tolerance
Risk 1
Risk 2

 

Investments

 

Research & choose at least five (5) different types of investments. Consider the following as you do your research: investment type, risk, your budget, diversification, asset allocation, your goals, etc. In your summary report describe why you chose these investments.

 

Investment

$ Amount invested

Rate of Return

Risk