RC

Make all necessary revisions and corrections to previous assignments “Individual Portfolio Project Parts I and II.” .Combine all elements into one cohesive portfolio project.The policy statement should be 750-1,000 words (excluding graphs and charts) and must include the following information:

1. An overview of the client;
2. A detailed explanation of the investment policy statement, including the investment and objectives for the portfolio based on the unique needs and preferences of the client;
3. A description of any investment constraints, liquidity needs, and the client’s time horizon be sure to incorporate knowledge from the course that may include the discussion of: expected standard deviation, risk/reward, downside deviation, present/future value of investment, etc.
4. Data presented in the form of numbers, graphs, and charts — utilize the Monte Carlo illustration of outflows;
5. A justification of each investment recommendation you will make to the client;
6. Justification for your policy recommendations based on the principles of modern portfolio theory;
7. Core allocation percentage targets and ranges;
8. Tactical allocation percentage ranges; and
9. Cited references.

Prepare this assignment according to the guidelines found in the APA Style Guide, located in the Student Success Center. An abstract is not required.