Portfolio Project

After closely looking into my friends and his married womans financial history, Ive decided to put tierce months of their combined income into an emergency fund vizor which can be easily accessible. For the remaining $75,000, Ive decided to put about in the stock market and some into a rough-cut fund account. I have chosen Aetna, 3M Company, and Abercrombie and Fitch to give into the stock market and Eaton Vance Tax Managed Emerging grocery store for the joint fund. Ive decided to put $25,000 into a cash account. Of that money, $10,000 will be clotheed in a 3 month treasury bill account and $15,000 will be in a Municipal Money Market account. I choose 3 month Treasury bills as one of the cash account is because they are the safest investment out there. If incase my client needful some money as earlier as threesome months they can take it from there T-bill account. I have chosen to put more money into the Municipal Money Market account rather then the T-bill account is because it earns more following then the T-bills, its precise liquid, and its earnings are value free income. I have selected three different stocks to invest in for my friend and his wife. nonpareil of them is Aetna in which Ive invested $10,000.

The discernment why I picked Aetna was because its more innovative and has a better growth prospects than many of its peers. It was rated five stars by Morningstar. Aetna has as well proven to be an excellent industry over the late(prenominal) 10 historic period and within the past 5 years Aetna has proven to be one of the strongest performers. The second stock I decided to pick is 3M Company in which Ive invested $20,000. 3M is very well known for its consumer products such as Post-It Notes and Scotch Tape, except 3Ms portfolio is relatively diverse, with six segments and 40 separate technology platforms. One of the main reasons I chose 3M was because it has a great geographical diversification. This ships company has been also rated five stars by Morningstar and received a B from Stewardship grade. In 2007, 64%... If you want to get a proficient essay, order it on our website: Orderessay

If you want to get a full essay, wisit our page: write my essay .