- Goals for the portfolio – state the goals for the portfolio. These goals should highlight
information like the desired return rate, types of allocations, and level of risk tolerance. - Investment philosophy – state the overall investment philosophy that the portfolio will be
utilizing. This information would include things like how investments are evaluated, approaches
used to achieve a diversified portfolio (if that is a goal), approach to managing risk, and overall
trading strategy. - Discussion of implementation – this information will include information about the initial
investments, trades that were made during the duration of the project, and the final holdings at
the end of the project. - Evaluation of the strategy – assess the effectiveness of the investment philosophy by comparing
the goals for the portfolio to the actual results.
Sample Solution
