A 25-year old man receives $50,000 and wants to retire at age 65 with an income of $1,500 per month from his investment portfolio. the adviser should invest:$500.
A portfolio is a collection of financial investments such as stocks, bonds, commodities, cash, and cash equivalents, which may include closed-end funds and exchange traded funds (ETFs). People commonly believe that stocks, bonds, and cash form the foundation of a portfolio.
Investors can profit from constructing a diverse investment portfolio, which spreads cash across more than one investment area. Diversification into numerous asset classes can help protect an investor's cash if one area of the financial markets performs poorly.
A portfolio is defined as a flat case used to transport loose sheets of paper or a collection of investments or samples of completed works. A briefcase is an example of a portfolio.
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