Considered by the brocks for their investment portfolio

Assignment Help Operation Management
Reference no: EM131133601

As previously noted, the Brocks have some of their investment portfolio in conservative stocks. These equities have had very slow growth while regularly paying a small dividend. Pam and Josh have received several emails recently with suggestions about various biotechnology, retailing, and environmental companies. The investment advisers believe that these industries would provide an opportunity for strong long-term financial gains. In recent years, the Brocks have made extensive use of mutual funds in their investment portfolio. However, they are concerned that their selection of the funds may not be coordinated. With over 9,200 different mutual funds available, this financial marketplace is confusing. The Brocks start the evaluation process by connecting various types of mutual funds to their investments goals. Next, they assess the past performance and management of the funds. Finally, they talk with various financial advisers and other investors to gather additional information. Questions Q1. According to Pam, "We both know we should have started our investment program sooner, but we always seemed to have 'emergencies' that took what extra money we had." To what extent should the Brocks invest in stocks as a major portion of their investment portfolio? Q2. Research the industries recommended by the investment advisers. What are some industries and specific stocks you would recommend for the Brocks? Q3. How might Pam and Josh use mutual funds for various investment goals? Q4. What types of mutual funds might be considered by the Brocks for their investment portfolio?

Reference no: EM131133601

Lettuce each day to ensure really fresh produce

The local supermarket buys lettuce each day to ensure really fresh produce. Each morning any lettuce that is left from the previous day is sold to a dealer that resells it to

Feedback is least likely to be true for top? executives

Which of the following statements about learning from feedback is least likely to be true for top? executives? A. the realization that they have made it to the top causes exec

Identify two functional strategies to use by the product

As you see from this week's material and from your own research, there are a variety of functional strategies a company can employ for a specific product, service, department,

What type of health insurance is medicare

Discussion responses should be on topic, original, and contribute to the quality of the discussion by making frequent informed references to course materials. What type of hea

Group-level theories of specialization emphasize

Group-level theories of specialization emphasize the use of structural? forms, which can experience a negative correlation between increased differentiation and organizational

Compute the multifactor productivity

A Company that makes shopping carts for supermarkets and other stores recently purchased some new equipment that reduces the labor content of the jobs needed to produce the sh

Discuss about staffing and training

Discuss about staffing and training. What kind of people would you hire for your organization and how will you train them? What kind of management experience would you build i

Describe the characteristics of mechanistic organization

Using graphs, please identify and describe the characteristics of a ‘mechanistic’ organizational structure and an ‘organic’ organizational structure. Also, please discuss how

Reviews

Write a Review

 
Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd