Personal Finance Investment Portfolio


First analyse your own situation and risk profile (character, life-style, time horizon, objectives, etc.), then reflect this is a portfolio of funds or ETF using the examples and providers chosen from David Costa’s book (you can also use any ETF available in the Morningstar database). Before selecting the investment vehicles you will need to determine your asset allocation and justify it. You are not obliged to prefer ETFs over investment funds; make you choices and say why. Introduce an element of timing into your investment plan. Please note: As this is an essay you will need to use appropriate referencing system using the Harvard referencing system.

Word limit: 3000 words (tables, bibliography and annexes excluded).

Pedagogical aim and expectations:
•    To critically evaluate the financial instruments available for investments
•    To analyse and evaluate the role and influence of the main actors in financial markets, both private and public.
•    To analyse the link between macro-economic forces and financial markets.
•    To evaluate the risk and reward of investment possibilities and develop an investment strategy and portfolio that demonstrates informed investment decisions


The question belongs to Finance and it is an evaluation of risk profile of personal investments with character, life-style, time horizon, objectives, etc. and then reflecting upon these on portfolio of funds or ETF. This report helps in developing a personal investment strategy depending upon personal situations.

Total Word Count 3068


Download Full Solution


  • HWA

    this is a very good website

  • HWA

    I have 50 questions for the same test your page is showing only 28

  • HWA

    hi can you please help or guide me to answer my assignments. thanks

  • HWA

    hi can anyone help or guide me to my assignments. thanks

  • HWA

  • HWA

    This solution is perfect ...thanks

  • HWA

    Hello Allison,I love the 2nd image that you did! I also, had never heard of SumoPaint, is something that I will have to exolpre a bit! I understand completely the 52 (or so) youtube videos that you probably watched. Sometimes they have what you want, sometimes they don't! However, it is always satisfying when you are able to produce something that you have taught yourself. Great job!Debra 0 likes

  • HWA

    Perfect bank of solution. 

  • HWA

    great !

  • HWA
    Paul Brandon-Fritzius

    thanks for the quick response. the solution looks good. :)

  • HWA
    tina Johnson

    thnx for the answer. it was perfect. just the way i wanted it. 

  • HWA

    works fine.