BUS 405 AU Investment Choices Aligning with Financial Goals Questions
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Throughout this course, you will work on different portions of your final paper, which is an investment portfolio based on the scenario described below.
For this week’s assignment, you will identify and examine at least two stocks and one other investment type you are interested in to build your investment portfolio.
Scenario: Imagine you have just won $100,000 in a lottery. You want to invest this money wisely so it can grow over time and help you achieve your overall investment goals.
Prior to beginning work on this assignment,
It is strongly recommended that you look ahead to future weeks’ assignments because you will need to plan and prepare to complete all tasks and assignments by the deadlines.
Read How to Set SMART Goals for Your Investments
Read How to Set Investing Goals
Research stocks of publicly traded companies and other types of investment you want to invest in. Two suggested sites you can use to conduct independent research are Yahoo! Finance or MarketWatch.
In your paper,
Describe your current financial situation at a high level. For example, consider discussing your current and future income potential, current debt, current investments, and anything else significant that can impact your investment strategy.
Create at least two investment goals for yourself that are SMART (specific, measurable, attainable, realistic, and time-bound).
Identify a type of investment you would like to consider as part of your investment portfolio that is not a stock (e.g., bonds, mutual funds, real estate, etc.).
Explain why you chose or are interested in that type of investment.
Identify at least five stocks of publicly traded companies you want to invest in.
Explain why you chose those stocks using specific data or information about the company.
Explain how your investment choices align with your overall financial goals.
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