Part II – Now that you have identified your risk tolerance, you are going to begin to develop your own personal investment strategy that will serve as the introduction to your final project submission.
In one page, you are to design your own personal investment policy. In the policy summary, be sure to identify the following main points:
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- Reserve Funds based on your monthly expenses
- Risk Tolerance
- Suitable Investments based on Risk Profile – (Focus on Investment Type, not specific investments)
- Hint: Suitable investments to meet asset preservation are savings accounts, money markets, time deposits)
- Investment Time Horizon
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