Municipal Bond: 25%

Question

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

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

Is this an aggressive, 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.

Answer 1

forgot to add my answers ^ so:

I think its extremely diverse?

I think its a conservative?

and lastly I think its someone much older?