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RESEARCH QUESTION

How do I build the perfect financial portfolio? find out what a financial portfolio is

how to build the perfect financial portfolio

("Investment Portfolio," 2014)

WHAT IS A FINANCIAL PORTFOLIO?

-A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange-traded and closed-fund counterparts. Portfolios are held directly by investors and/or managed by financial professionals (Investopedia, 2014)

("Financial Portfolio, Investment," 2014)

("Investment Portfolio," 2014)

GOOD FINANCIAL PORTFOLIO

• My dad was my first interview and he said a good portfolio looks like “A mixer of stocks, bonds, some mutual index funds and some REIT’s along with insurance and long term disability.”

• Diversity

• Risk-Management

• Constant rebalancing

• There is no golden portfolio

("Time to Diversify," 2014)

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("Financial Planning Chart," 2014)

("Financial Report Chart," 2014)

WHAT I LEARNED DURING THIS PROJECT

• APA Formatting and primary research

• How compile information gained into a research paper

• What makes a good financial portfolio

• How to invest with diversity

• What REIT investments are

REFERENCES

 Cowie, I. (1969). How to build the perfect portfolio. Daily telegraph. Retrieved March

14, 2014, from http://www.lexisnexis.com.huaryu.kl.oakland.edu/hottopics/lnacademic/?verb=sr&csi=8109&sr=HLEAD(How%20to%20build%20the%20perfect%20portfolio)%20and%20date%20is%202013

 

What Assets "Count" as Part of Your Total Investment Portfolio? (n.d.). In The American Association of Individual Investors. Retrieved March 14, 2014, from http://www.aaii.com/asset-allocation/article/what-assets-count-as-part-of-your-total-investment-portfolio

 

Portfolio Definition (n.d.). In Investopedia. Retrieved March 20, 2014, from http://www.investopedia.com/terms/p/portfolio.asp

 (2014). Investment Portfolio. (2014). [Print Photo]. Retrieved from http://www.dreamstime.com/royalty-free-stock-images-investment-portfolio-image1569569

REFERENCES CONTINUED

Perfect Portfolio (3). (2012, September 7). Retrieved March 20, 2014, from

http://search.proquest.com.huaryu.kl.oakland.edu/docview/1038371241

 

Grenby, M. (2007, June 10). Hatching the perfect financial plan. Special To North Shore News, p. 28. Retrieved from http://www.lexisnexis.com.huaryu.kl.oakland.edu/hottopics/lnacademic/?verb=sr &csi=296068&sr=HLEAD(Hatching%20the%20perfect%20financial%20plan)%20and%20date%20is%202007

 

Middlemiss, J. (2008, November). The Perfect Plan [Electronic version]. CA Magazine, 1419, 34-41.

(2014). Financial Portfolio, Investment Review. (2014). [Print Photo]. Retrieved from http://www.dreamstime.com/royalty-free-stock-photography-financial-portfolio-investment-review-image15187027

REFERENCES CONTINUED

(2014). Investment Portfolio. (2014). [Print Photo]. Retrieved from http://www.dreamstime.com/stock-photos-investment-portfolio-image12690673\

(2014). Time to Diversify Clock Manage Investment Risk. (2014). [Print Photo]. Retrieved from http://www.dreamstime.com/royalty-free-stock-photography-time-to-diversify-clock-manage-investment-risk-spread-your-investments-your-diversifying-your-portfolio-following-image31865067

(2014). Financial Planning Chart. (2014). [Print Photo]. Retrieved from http://www.dreamstime.com/royalty-free-stock-images-financial-planning-chart-image14659589

(2014). Financial Report Chart. (2014). [Print Photo]. Retrieved from http://www.dreamstime.com/royalty-free-stock-image-financial-report-chart-image23244376