FALL 2023 EFIN/MFIN 304 INVESTMENT MANAGEMENT Building a portfolio by using a combination of instruments with maximum returns and just the right amount of risk is key to successful investing. In

this course, you have learned about types of financial markets and investments, short-term and long-term investment goals, and portfolio management. For this assignment, you select one topic from the list below and write a 2,000-2300 word analysis and investment strategy proposal. The paper must be double-spaced in APA format with Times New Roman size 12 font. TOPICS: Select one of the following topics for your assignment. Research the required topics and use what you have learned in the course to create your analysis and investment strategy proposal. 1. Sandra is a retired 70-year-old who has $750,000 after selling her small business and paying taxes on the sale. She wants to invest this money. Sandra would like the capital to rise faster than inflation to maintain the purchasing power of her wealth. However, she would also like to make low-risk investments and have easy access to at least $80,000 per year for the next three years. 2. Maria and Carlos are both 50 years old. They have two main financial goals: saving for retirement and saving for their eleven-year-old son's college education. Carlos recently inherited money from his mum, and after taxes, has $600,000. They would like to aggressively invest this inheritance and an additional $1,500 each month from their combined incomes in hopes of achieving maximum return. They want to retire 15 years from now, and their daughter will need to begin drawing money from the college fund in 7 years. 3. Simon is 35 years old. He just won the lottery and decided to take a lump sum payment. After paying taxes, he has $2.5 million left. Simon wants to immediately spend $450,000 and invest the rest. He doesn't want to aggressively risk his money, but he does want to maximize his return so that he can quit his job now and live the most lavish lifestyle that he can afford for the rest of his life. No matter which alternative you select, your analysis and investment strategy proposal should: 1. Explain in general how stocks, bonds, funds, futures, debts, and other investment instruments are traded in financial markets. 2. Analyze investment opportunities that align with the financial goals of the scenario. 3. Recommend specific investments to create a portfolio from the available capital. 4. Evaluate the risks of the recommended investments and the impact that diversification, taxes, inflation, and currency fluctuation could have on the proposed portfolio. 5. Calculate projected rates of return on each item in the proposed investment portfolio 6. Recommend strategies for long-term and short-term investment; include justifications for the recommendations you make./nUsing Sources You may refer to the course material for supporting evidence, but you must also use at least 5 sources and cite them using APA format. Please include a mix of both primary and secondary sources, with at least one source from a scholarly peer-reviewed journal. • Primary sources are first-hand accounts such as interviews, advertisements, speeches, company documents, statements, and press releases published by the company in question. • Secondary sources come from peer-reviewed scholarly journals, such as the Journal of Finance. You may use sources like JSTOR, Google Scholar, and OMICS International to find articles from these journals. Secondary sources may also come from reputable websites with.gov, .edu, or .org in the domain. (Wikipedia is not a reputable source,.) Content MFIN/EFIN 304 GROUP ASSIGNMENT MARKING GUIDE Structure of essay CRITERIA Formulating arguments Excel calculations Research & referencing Academic writing skills Total Presentation POINTS AVAILABLE 1 2 2 3 1 1 5 15 POINTS ACHIEVED