Assume you have $100,000 in savings. Create a portfolio of securities worth $100,000. Decide what financial instruments you would like to use then find their current prices. You can use financial instruments from anywhere in the world. 1. Calculate your holdings of each security based on their current prices 2. Provide details of the financial instrument that you are using. Country of origin, company name, historic values, etc. 3. Why did you select the financial instruments that you did? Describe the benefits of the investment you chose. High returns? Good reputation? Safe, low risk investment? 4. State what your objective is for your portfolio. Is it to achieve short-term gains? Are you looking to save money for retirement? Or another objective? Your objective should match your choice of investment. 5. Explain how each of the following economic events would affect the value of your portfolio, if at all. a. An increase or decrease in interest rates b. A recession c. Rapid inflation d. A depreciation of the Canadian dollar
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