Municipal Bond: 25%

U.S. Treasury Bond: 25%
Preferred stock in established company: 15%
Common stock in developing firm: 5%
Savings Account: 30%

Evaluate the diversity of this portfolio. Explain, using complete sentences, if this portfolio is not diverse, minimally diverse, somewhat diverse, or extremely diverse. Why?

Describe the risk factor of this portfolio. Is this an aggresive conservative, or moderate portfolio? How do you know?

Describe an individual who might carry this type of portfolio. Include details such as age, occupation, family situation, investment goals.

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