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Selecting a mix of investments

Selecting a mix of investments

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Selecting a mix of investments

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  1. Selecting a mix of investments Spreading the risk!

  2. What’s the saying?

  3. Lesson Instructions Open the worksheet on wikispaces page. This lesson is interpretation skills based. You will be given 5 mins to complete each of the following activities before we go through it as a class.

  4. Table 1 This table shows a typical result over several years of the performance of various types of investments.

  5. Table 2 • Read the case study of Greg and Garry on page 147 of the text.

  6. Graph 3 This graph illustrates a number of different investment portfolios.

  7. Your Tips! • Select an appropriate investment mix for the following individuals. • Individual 1- Single, 38, high income earner, high risk taker, wants high returns in the short term. • Individual 2 – Married, 68, pensioners, low risk taker, wants security over the long term. • Individual 3 – Single, 24, average income, moderate risk taker, wants a reasonable return to use as a deposit for a house within three years.